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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.57M 0.23%
112,841
+105,230
52
$4.56M 0.23%
+171,229
53
$4.51M 0.23%
15,255
+9,413
54
$4.49M 0.23%
13,289
+253
55
$4.48M 0.23%
152,534
+121,548
56
$4.48M 0.23%
190,100
-8,780
57
$4.46M 0.23%
770,400
-173,720
58
$4.45M 0.23%
260,646
+16,489
59
$4.45M 0.23%
60,876
-1,363
60
$4.43M 0.23%
174,147
+37,479
61
$4.38M 0.22%
84,964
-4,392
62
$4.31M 0.22%
445,495
+153,350
63
$4.18M 0.21%
46,821
+2,254
64
$4.14M 0.21%
67,086
+54,684
65
$4.13M 0.21%
55,399
+11,435
66
$4.11M 0.21%
34,003
-2,342
67
$4.09M 0.21%
27,722
+7,770
68
$4.06M 0.21%
44,476
-746
69
$3.99M 0.2%
76,441
-35,971
70
$3.97M 0.2%
19,909
-1,190
71
$3.9M 0.2%
48,778
+6,686
72
$3.82M 0.19%
38,418
+3,888
73
$3.81M 0.19%
34,038
-3,630
74
$3.79M 0.19%
29,384
-1,740
75
$3.76M 0.19%
80,781
-9,456
1 2
3
4 5