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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$244K 0.02%
13,251
-5,991
677
$244K 0.02%
12,996
+2,379
678
$243K 0.02%
68,620
-12,220
679
$241K 0.02%
4,693
+707
680
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3,066
-342
681
$240K 0.02%
+1,952
682
$239K 0.02%
6,459
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683
$237K 0.02%
9,033
-5,324
684
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587
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685
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686
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7,320
-148
687
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-236
688
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10,337
-1,138
689
$234K 0.02%
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7,846
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694
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665
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695
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4,599
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696
$231K 0.02%
185
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697
$229K 0.02%
+2,871
698
$229K 0.02%
1,898
-612
699
$228K 0.02%
+2,197
700
$228K 0.02%
1,659
-512
26 27
28
29 30