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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.43%
97,292
-14,373
52
$4.7M 0.42%
42,528
-4,718
53
$4.68M 0.41%
20,418
+2,275
54
$4.63M 0.41%
148,441
+19,113
55
$4.58M 0.41%
199,561
-37,947
56
$4.39M 0.39%
98,208
+5,433
57
$4.28M 0.38%
48,816
+7,714
58
$4.07M 0.36%
116,567
+1,210
59
$3.95M 0.35%
18,406
-1,407
60
$3.95M 0.35%
18,684
-369
61
$3.95M 0.35%
+81,056
62
$3.89M 0.34%
25,605
+1,281
63
$3.89M 0.34%
11,913
-107
64
$3.85M 0.34%
53,146
+18,082
65
$3.84M 0.34%
78,447
+13,557
66
$3.76M 0.33%
137,066
-50,482
67
$3.76M 0.33%
87,483
-792
68
$3.71M 0.33%
47,308
+2,866
69
$3.67M 0.32%
18,116
-77
70
$3.56M 0.32%
66,367
-1,040
71
$3.5M 0.31%
80,079
-3,000
72
$3.5M 0.31%
26,529
-444
73
$3.48M 0.31%
117,422
+20,315
74
$3.46M 0.31%
43,935
-11,729
75
$3.39M 0.3%
56,098
+12,132
1 2
3
4 5