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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.22%
96,649
+8,054
52
$3.6M 0.21%
191,455
+27,955
53
$3.54M 0.21%
72,648
-20,490
54
$3.52M 0.2%
+295,009
55
$3.52M 0.2%
29,590
+3,839
56
$3.44M 0.2%
27,577
+2,128
57
$3.43M 0.2%
28,174
+382
58
$3.42M 0.2%
14,697
-2,220
59
$3.39M 0.2%
100,246
+7,105
60
$3.19M 0.19%
132,676
+2,920
61
$3.17M 0.18%
144,790
+10,020
62
$3.15M 0.18%
100,370
-1,148
63
$3.12M 0.18%
27,701
-924
64
$3.1M 0.18%
24,881
-1,350
65
$3.07M 0.18%
58,408
-2,764
66
$3.07M 0.18%
+61,102
67
$3.07M 0.18%
18,410
-323
68
$2.99M 0.17%
82,874
+12,553
69
$2.96M 0.17%
83,464
+7,318
70
$2.9M 0.17%
32,268
-930
71
$2.87M 0.17%
36,592
+2,793
72
$2.87M 0.17%
40,203
+26,147
73
$2.85M 0.17%
29,892
-388
74
$2.77M 0.16%
42,127
-4,332
75
$2.77M 0.16%
43,949
+12,239
1 2
3
4 5