FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$266K 0.02%
9,136
-191
652
$264K 0.02%
3,030
-348
653
$264K 0.02%
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654
$264K 0.02%
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655
$261K 0.02%
5,019
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656
$261K 0.02%
6,545
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657
$260K 0.02%
42,442
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658
$260K 0.02%
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659
$260K 0.02%
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660
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+3,066
661
$258K 0.02%
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662
$258K 0.02%
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663
$254K 0.02%
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$252K 0.02%
11,921
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665
$250K 0.02%
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672
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798
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$245K 0.02%
4,330
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674
$245K 0.02%
94,544
-8,183
675
$245K 0.02%
2,929
+60
25 26
27
28 29