FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$41.1M
3
+$9.29M
4
ORAN
Orange
ORAN
+$8.62M
5
QCOM icon
Qualcomm
QCOM
+$5.77M

Top Sells

1
+$104M
2
+$47.3M
3
+$8.04M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.24M
5
LUMN icon
Lumen
LUMN
+$5.3M

Sector Composition

1 Healthcare 9.14%
2 Technology 6%
3 Industrials 5.32%
4 Financials 3.74%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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685
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686
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687
$0 ﹤0.01%
13,680
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688
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689
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690
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691
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692
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693
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694
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695
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696
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698
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699
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700
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