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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.57M 0.35%
83,719
+2,342
52
$4.57M 0.35%
161,000
+2,922
53
$4.54M 0.35%
55,442
+1,550
54
$4.53M 0.35%
76,554
+9,597
55
$4.52M 0.35%
14,128
-941
56
$4.48M 0.34%
202,385
-47,365
57
$4.47M 0.34%
114,628
+2,427
58
$4.47M 0.34%
115,104
+23,462
59
$4.45M 0.34%
90,097
+3,632
60
$4.44M 0.34%
27,490
+1,383
61
$4.39M 0.34%
32,980
-2,420
62
$4.17M 0.32%
82,142
+1,810
63
$4.14M 0.32%
9,751
-187
64
$4.11M 0.31%
17,969
-885
65
$4.1M 0.31%
6,588
+1,998
66
$4.1M 0.31%
119,688
+17,789
67
$4.02M 0.31%
50,475
-1,887
68
$3.91M 0.3%
73,165
+7,625
69
$3.89M 0.3%
22,998
-1,160
70
$3.84M 0.29%
705,320
-41,698
71
$3.83M 0.29%
14,799
-864
72
$3.82M 0.29%
1,608
+185
73
$3.75M 0.29%
77,249
+2,248
74
$3.71M 0.28%
43,091
-47,783
75
$3.68M 0.28%
122,775
-2,073
1 2
3
4 5