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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10.3K ﹤0.01%
20,762
-4,252
702
$2.99K ﹤0.01%
343
-36
703
– –
-434,037
704
– –
-26,180
705
– –
-5,349
706
– –
-4,269
707
– –
-47,411
708
– –
-16,234
709
– –
-13,248
710
– –
-3,334
711
– –
-30,530
712
– –
-39,090
713
– –
-9,840
714
– –
-9,940
715
– –
-10,006
716
– –
-5,961
717
– –
-8,448
718
– –
-7,251
719
– –
-4,282
720
– –
-41,557
721
– –
-1,791
722
– –
-7,800
723
– –
-2,064
724
– –
-33,107
725
– –
-10,987
27 28
29
30 31