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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$414K 0.02%
4,523
-312
677
$414K 0.02%
7,847
-356
678
$413K 0.02%
37,200
+10,469
679
$410K 0.02%
20,451
+1,874
680
$410K 0.02%
10,162
-1,541
681
$410K 0.02%
2,998
+616
682
$410K 0.02%
12,626
+666
683
$409K 0.02%
8,282
-1,528
684
$409K 0.02%
13,375
+3,216
685
$409K 0.02%
+6,645
686
$408K 0.02%
16,103
+2,183
687
$408K 0.02%
7,776
-2,122
688
$408K 0.02%
1,402
-764
689
$408K 0.02%
1,177
+13
690
$407K 0.02%
4,063
-233
691
$407K 0.02%
6,124
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692
$407K 0.02%
5,263
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693
$407K 0.02%
2,344
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694
$404K 0.02%
+10,049
695
$404K 0.02%
13,943
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696
$403K 0.02%
+10,142
697
$402K 0.02%
3,276
+14
698
$401K 0.02%
6,081
+51
699
$400K 0.02%
2,552
+105
700
$400K 0.02%
15,736
-843
26 27
28
29 30