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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.17M 0.38%
16,707
-875
52
$5.16M 0.38%
102,600
-794
53
$5.07M 0.37%
30,440
+160
54
$4.78M 0.35%
767,715
+62,395
55
$4.7M 0.34%
43,293
-6,790
56
$4.69M 0.34%
32,420
-560
57
$4.67M 0.34%
34,932
+17
58
$4.67M 0.34%
64,274
-2,615
59
$4.63M 0.34%
183,980
+83,004
60
$4.6M 0.34%
163,830
+2,830
61
$4.59M 0.34%
73,655
-2,899
62
$4.42M 0.32%
25,811
-1,679
63
$4.34M 0.32%
53,664
-1,778
64
$4.33M 0.32%
117,565
+2,461
65
$4.33M 0.32%
87,990
-2,107
66
$4.32M 0.32%
80,132
-3,587
67
$4.25M 0.31%
9,002
-749
68
$4.18M 0.31%
16,463
+471
69
$4.1M 0.3%
81,062
-1,080
70
$4.08M 0.3%
42,886
-1,581
71
$4.08M 0.3%
17,606
-363
72
$4.07M 0.3%
47,566
+4,475
73
$4.02M 0.29%
15,568
-747
74
$4M 0.29%
75,290
+2,125
75
$3.93M 0.29%
+112,819
1 2
3
4 5