FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
– –
-2,650
704
– –
-3,334
705
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-9,166
706
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-9,046
707
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-45,796
708
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-39,090
709
– –
-9,840
710
– –
-9,940
711
– –
-10,006
712
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-5,961
713
– –
-8,448
714
– –
-7,251
715
– –
-4,282
716
– –
-41,557
717
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-1,791
718
– –
-7,800
719
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-2,064
720
– –
-2,494
721
– –
-2,229
722
– –
-159,074
723
– –
-26,983
724
– –
-13,510
725
– –
-9,325
27 28
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