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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$240K 0.02%
+9,078
702
$240K 0.02%
17,716
-55
703
$240K 0.02%
+23,809
704
$238K 0.02%
3,767
-275
705
$238K 0.02%
4,386
+163
706
$238K 0.02%
4,093
+868
707
$236K 0.02%
+6,064
708
$236K 0.02%
2,220
-94
709
$235K 0.02%
2,427
-343
710
$233K 0.02%
+2,900
711
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5,038
-51
712
$233K 0.02%
1,402
-36
713
$232K 0.02%
596
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714
$231K 0.02%
785
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715
$229K 0.02%
9,148
-720
716
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+1,174
717
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30,639
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719
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720
$225K 0.02%
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721
$225K 0.02%
2,781
+117
722
$225K 0.02%
+2,949
723
$225K 0.02%
+1,500
724
$224K 0.02%
2,213
-318
725
$224K 0.02%
4,276
+172
27 28
29
30 31