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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$327K 0.02%
6,700
-250
677
$327K 0.02%
12,123
+2,645
678
$327K 0.02%
17,592
+802
679
$326K 0.02%
+9,259
680
$325K 0.02%
2,457
+242
681
$325K 0.02%
38,977
-4,364
682
$324K 0.02%
3,889
+327
683
$322K 0.02%
8,132
-1,160
684
$322K 0.02%
6,497
+1,049
685
$322K 0.02%
3,220
+1,092
686
$322K 0.02%
9,834
+1,647
687
$321K 0.02%
+22,113
688
$320K 0.02%
3,097
-1,084
689
$320K 0.02%
16,157
+3,783
690
$319K 0.02%
+9,368
691
$319K 0.02%
+10,780
692
$318K 0.02%
2,841
-479
693
$316K 0.02%
+18,803
694
$316K 0.02%
+10,926
695
$316K 0.02%
9,847
+530
696
$315K 0.02%
+6,296
697
$315K 0.02%
+8,015
698
$315K 0.02%
19,085
+7,462
699
$315K 0.02%
6,957
-1,292
700
$314K 0.02%
34,946
-1,951
26 27
28
29 30