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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$280K 0.02%
2,278
-310
702
$280K 0.02%
+12,518
703
$279K 0.02%
11,882
+221
704
$278K 0.02%
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-396
705
$277K 0.02%
724
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706
$273K 0.02%
10,412
-987
707
$272K 0.02%
+5,501
708
$270K 0.02%
+2,030
709
$269K 0.02%
2,893
-360
710
$269K 0.02%
15,492
-446
711
$268K 0.02%
10,383
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712
$267K 0.02%
+22,826
713
$266K 0.02%
+7,358
714
$265K 0.02%
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715
$264K 0.02%
3,120
-14
716
$263K 0.02%
9,713
-1,133
717
$263K 0.02%
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$263K 0.02%
3,461
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719
$263K 0.02%
3,845
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720
$262K 0.02%
10,130
-1,184
721
$262K 0.02%
9,394
-1,099
722
$262K 0.02%
9,760
-1,140
723
$262K 0.02%
9,762
-1,135
724
$261K 0.02%
2,370
+150
725
$260K 0.02%
+4,622
27 28
29
30 31