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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$259K 0.02%
3,761
-718
677
$258K 0.02%
3,299
+518
678
$258K 0.02%
11,367
+176
679
$258K 0.02%
8,390
-260
680
$258K 0.02%
6,058
+44
681
$258K 0.02%
+4,442
682
$256K 0.02%
3,613
-502
683
$256K 0.02%
5,578
-51
684
$256K 0.02%
5,517
+359
685
$255K 0.02%
5,217
+354
686
$255K 0.02%
851
-69
687
$255K 0.02%
8,163
+1,564
688
$255K 0.02%
24,653
+2,261
689
$253K 0.02%
1,943
+129
690
$251K 0.02%
870
-8
691
$250K 0.02%
8,951
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692
$250K 0.02%
840
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693
$248K 0.02%
4,903
-426
694
$247K 0.02%
+5,730
695
$246K 0.02%
11,077
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696
$242K 0.02%
7,490
-169
697
$242K 0.02%
1,011
-28
698
$241K 0.02%
590
-5,691
699
$241K 0.02%
4,136
-28
700
$240K 0.02%
+4,935
26 27
28
29 30