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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.61M 0.34%
39,896
-1,775
52
$4.58M 0.34%
44,473
-1,340
53
$4.56M 0.34%
18,854
-3,410
54
$4.5M 0.33%
158,078
-6,970
55
$4.47M 0.33%
66,957
-1,159
56
$4.46M 0.33%
81,377
-11,034
57
$4.44M 0.33%
15,069
+131
58
$4.44M 0.33%
35,400
-1,760
59
$4.44M 0.33%
112,201
+2,430
60
$4.43M 0.33%
53,892
-12,588
61
$4.36M 0.32%
100,350
+50,817
62
$4.3M 0.32%
26,107
-1,669
63
$4.29M 0.32%
86,465
+3,033
64
$4.25M 0.32%
24,158
+7
65
$4.09M 0.3%
80,332
-1,527
66
$4.08M 0.3%
9,938
-272
67
$4.04M 0.3%
30,923
-1,945
68
$3.97M 0.3%
747,018
+261,238
69
$3.94M 0.29%
43,477
+2,748
70
$3.92M 0.29%
+21,959
71
$3.92M 0.29%
124,848
+661
72
$3.85M 0.29%
70,937
+5,485
73
$3.84M 0.29%
91,642
+1,904
74
$3.81M 0.28%
125,696
-80,370
75
$3.76M 0.28%
122,047
+10,647
1 2
3
4 5