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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$206K 0.02%
32,776
+20,564
677
$204K 0.02%
+7,870
678
$204K 0.02%
10,266
+6,800
679
$204K 0.02%
8,122
+15
680
$203K 0.02%
+3,636
681
$203K 0.02%
+5,255
682
$202K 0.02%
4,252
-4,405
683
$201K 0.02%
10,340
-10,831
684
$201K 0.02%
+3,663
685
$200K 0.02%
32
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686
$199K 0.02%
13,331
-180
687
$198K 0.02%
21,621
-29,669
688
$196K 0.01%
994
+334
689
$194K 0.01%
22,953
+16,055
690
$189K 0.01%
16,999
-8,355
691
$185K 0.01%
26,341
+14,629
692
$179K 0.01%
10,320
-26,142
693
$174K 0.01%
15,480
+9,134
694
$170K 0.01%
+14,654
695
$169K 0.01%
14,254
-5,062
696
$166K 0.01%
+16,957
697
$160K 0.01%
+19,331
698
$159K 0.01%
+10,331
699
$156K 0.01%
+10,365
700
$155K 0.01%
20,981
-1,507
26 27
28
29 30