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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$399K 0.02%
7,531
-266
702
$399K 0.02%
+4,277
703
$399K 0.02%
26,898
+107
704
$399K 0.02%
66,059
+1,318
705
$398K 0.02%
+21,206
706
$398K 0.02%
+16,048
707
$397K 0.02%
17,555
+6,246
708
$396K 0.02%
+7,110
709
$396K 0.02%
+7,595
710
$395K 0.02%
3,333
-71
711
$394K 0.02%
3,749
-1,006
712
$393K 0.02%
5,927
-255
713
$392K 0.02%
12,446
-806
714
$391K 0.02%
3,317
-520
715
$388K 0.02%
4,386
+95
716
$386K 0.02%
16,606
+1,105
717
$385K 0.02%
23,310
+5,175
718
$385K 0.02%
+12,101
719
$384K 0.02%
+4,795
720
$384K 0.02%
3,300
+448
721
$384K 0.02%
+8,470
722
$384K 0.02%
+9,199
723
$383K 0.02%
1,640
-873
724
$383K 0.02%
6,365
+936
725
$383K 0.02%
15,016
+838
27 28
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