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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$150K 0.01%
+10,062
702
$150K 0.01%
13,896
+12,549
703
$150K 0.01%
26,195
-996
704
$150K 0.01%
+11,485
705
$148K 0.01%
11,955
-6,047
706
$144K 0.01%
3,073
+1,776
707
$144K 0.01%
+14,291
708
$142K 0.01%
12,918
-47,953
709
$139K 0.01%
+47,019
710
$137K 0.01%
+22,762
711
$136K 0.01%
18,072
-7,637
712
$133K 0.01%
+20,795
713
$132K 0.01%
10,221
-5,000
714
$126K 0.01%
10,025
+7,017
715
$123K 0.01%
+22,832
716
$119K 0.01%
+20,357
717
$118K 0.01%
12,064
-173,373
718
$117K 0.01%
+11,757
719
$111K 0.01%
12,142
+3,985
720
$97K 0.01%
43,227
+27,506
721
$97K 0.01%
14,430
+8,808
722
$92K 0.01%
17,882
+6,966
723
$91K 0.01%
+10,542
724
$91K 0.01%
13,641
-10,589
725
$91K 0.01%
+1,304
27 28
29
30 31