FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$5.04M
2
+$4.06M
3
+$3.35M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.89M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.85M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.49M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.89M
5
META icon
Meta Platforms (Facebook)
META
+$1.8M

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
– –
-539
704
– –
-10,684
705
– –
-27,179
706
– –
-434,037
707
– –
-26,180
708
– –
-5,349
709
– –
-4,269
710
– –
-47,411
711
– –
-16,234
712
– –
-2,650
713
– –
-3,334
714
– –
-45,796
715
– –
-39,090
716
– –
-9,840
717
– –
-9,940
718
– –
-10,006
719
– –
-5,961
720
– –
-8,448
721
– –
-7,251
722
– –
-4,282
723
– –
-41,557
724
– –
-1,791
725
– –
-7,800
27 28
29
30 31