FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$16.8M
3
+$14.9M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.79M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.48M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.91%
3 Industrials 4.33%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$313K 0.02%
+2,024
702
$312K 0.02%
+4,684
703
$312K 0.02%
4,284
+687
704
$312K 0.02%
9,721
-1,147
705
$311K 0.02%
+3,453
706
$311K 0.02%
6,400
-454
707
$310K 0.02%
1,305
-1,652
708
$310K 0.02%
+11,528
709
$309K 0.02%
7,254
-6,895
710
$309K 0.02%
7,222
+1,471
711
$308K 0.02%
17,973
+7,270
712
$308K 0.02%
7,271
-407
713
$308K 0.02%
4,420
+1,244
714
$307K 0.02%
2,467
+405
715
$306K 0.02%
+4,500
716
$306K 0.02%
3,369
-1,448
717
$305K 0.02%
4,897
+253
718
$305K 0.02%
30,212
+1,012
719
$305K 0.02%
+14,487
720
$304K 0.02%
47,975
+10,984
721
$304K 0.02%
5,268
+419
722
$303K 0.02%
4,154
-3,061
723
$303K 0.02%
9,307
+403
724
$303K 0.02%
35,459
-177
725
$301K 0.02%
5,431
+255
27 28
29
30 31