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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$278K 0.02%
3,238
+80
702
$278K 0.02%
3,337
+168
703
$278K 0.02%
3,801
-456
704
$278K 0.02%
6,014
-18
705
$277K 0.02%
5,158
-17,462
706
$276K 0.02%
11,191
-1,412
707
$276K 0.02%
7,494
+27
708
$275K 0.02%
7,659
-181
709
$275K 0.02%
+8,977
710
$274K 0.02%
22,392
+6,551
711
$273K 0.02%
878
-9
712
$272K 0.02%
+3,888
713
$272K 0.02%
+8,084
714
$271K 0.02%
15,844
+2,217
715
$270K 0.02%
26,634
-617
716
$270K 0.02%
10,926
-648
717
$270K 0.02%
11,314
+2,515
718
$269K 0.02%
5,329
+781
719
$269K 0.02%
8,298
+385
720
$268K 0.02%
2,720
+36
721
$268K 0.02%
2,770
-32,670
722
$267K 0.02%
4,806
+540
723
$266K 0.02%
2,721
+66
724
$266K 0.02%
+2,451
725
$264K 0.02%
3,382
+323
27 28
29
30 31