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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$134K 0.02%
2,844
-4,915
677
$133K 0.02%
34,330
+2,590
678
$132K 0.01%
32,563
+17,504
679
$123K 0.01%
21,008
-581
680
$118K 0.01%
14,580
-1,013
681
$116K 0.01%
17,394
+6,391
682
$111K 0.01%
13,146
-764
683
$106K 0.01%
+28,186
684
$104K 0.01%
19,870
-126,526
685
$102K 0.01%
12,501
-405
686
$98.3K 0.01%
20,530
-700
687
$92.3K 0.01%
18,605
-1,032
688
$88.8K 0.01%
11,920
-941
689
$83.9K 0.01%
16,480
-231
690
$75.2K 0.01%
11,510
-590
691
$60.2K 0.01%
15,968
+4,655
692
$52.4K 0.01%
18,207
-9,711
693
$47.8K 0.01%
25,685
-1,646
694
$45.2K 0.01%
11,294
-628
695
$42.7K ﹤0.01%
2,282
-66
696
$40K ﹤0.01%
884
-49
697
$34.4K ﹤0.01%
14,221
-19
698
$24.9K ﹤0.01%
11,540
+1,419
699
$24K ﹤0.01%
708
-39
700
$12.4K ﹤0.01%
22
26 27
28
29 30