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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$296K 0.02%
7,692
+1,628
677
$295K 0.02%
8,052
+311
678
$295K 0.02%
2,103
+127
679
$295K 0.02%
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680
$294K 0.02%
2,089
-18
681
$294K 0.02%
33,492
-1,484
682
$293K 0.02%
+29,038
683
$292K 0.02%
3,816
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684
$292K 0.02%
+2,358
685
$290K 0.02%
1,123
-13
686
$290K 0.02%
5,804
+123
687
$290K 0.02%
10,993
-3,651
688
$288K 0.02%
+4,386
689
$287K 0.02%
+2,386
690
$286K 0.02%
1,424
-104
691
$286K 0.02%
2,464
+284
692
$285K 0.02%
656
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$285K 0.02%
+10,767
694
$283K 0.02%
4,664
-21
695
$283K 0.02%
1,628
-17,506
696
$282K 0.02%
12,152
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697
$282K 0.02%
+3,680
698
$282K 0.02%
+8,195
699
$282K 0.02%
+3,091
700
$280K 0.02%
+12,162
26 27
28
29 30