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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.73M 0.21%
5,032
+1,666
52
$2.73M 0.21%
145,037
+127,464
53
$2.69M 0.2%
50,214
+27,912
54
$2.65M 0.2%
25,313
-7,881
55
$2.64M 0.2%
119,647
+90,150
56
$2.6M 0.2%
73,882
+53,818
57
$2.56M 0.19%
23,819
-25,130
58
$2.47M 0.19%
61,640
+57,251
59
$2.45M 0.19%
23,040
+5,476
60
$2.44M 0.19%
50,578
-23,602
61
$2.42M 0.18%
1,020
+424
62
$2.39M 0.18%
23,224
+15,795
63
$2.29M 0.17%
45,841
+42,363
64
$2.25M 0.17%
26,201
+9,556
65
$2.25M 0.17%
+74,704
66
$2.21M 0.17%
77,626
+25,462
67
$2.21M 0.17%
58,022
+30,165
68
$2.19M 0.17%
97,544
+67,500
69
$2.17M 0.16%
33,022
+7,393
70
$2.16M 0.16%
56,106
-40,799
71
$2.16M 0.16%
55,599
+30,456
72
$2.13M 0.16%
55,735
+48,349
73
$2.09M 0.16%
99,317
-254,722
74
$2.08M 0.16%
92,472
+66,543
75
$2.06M 0.16%
117,892
+111,262
1 2
3
4 5