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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$312K 0.02%
9,868
-6,145
677
$312K 0.02%
19,249
+395
678
$307K 0.02%
11,507
+399
679
$305K 0.02%
3,816
-124
680
$304K 0.02%
3,909
-235
681
$303K 0.02%
16,070
+2,855
682
$302K 0.02%
6,631
+1,050
683
$298K 0.02%
2,115
+7
684
$294K 0.02%
10,598
-1,821
685
$293K 0.02%
920
+1
686
$291K 0.02%
24,408
-2,953
687
$289K 0.02%
5,553
-109
688
$286K 0.02%
8,072
-669
689
$284K 0.02%
16,582
-18,205
690
$283K 0.02%
3,547
+74
691
$283K 0.02%
11,944
+1,222
692
$281K 0.02%
2,987
693
$281K 0.02%
+10,579
694
$280K 0.02%
18,657
+4,353
695
$280K 0.02%
797
+8
696
$279K 0.02%
2,641
+85
697
$279K 0.02%
7,844
+780
698
$279K 0.02%
6,599
+419
699
$279K 0.02%
8,650
-775
700
$278K 0.02%
2,015
-167
26 27
28
29 30