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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.41%
23,903
-2,427
52
$3.61M 0.41%
79,299
-2,095
53
$3.59M 0.4%
47,767
-1,810
54
$3.52M 0.4%
23,830
-574
55
$3.48M 0.39%
74,061
-11,751
56
$3.42M 0.38%
42,084
-8,095
57
$3.36M 0.38%
+34,688
58
$3.36M 0.38%
13,752
-2,418
59
$3.25M 0.37%
30,831
-567
60
$3.21M 0.36%
27,229
-1,238
61
$3.17M 0.36%
34,183
-1,644
62
$3.17M 0.36%
13,884
+11,873
63
$3.16M 0.36%
9,442
+262
64
$3.12M 0.35%
124,314
-13
65
$3.09M 0.35%
23,852
-1,855
66
$2.95M 0.33%
64,241
-1,595
67
$2.93M 0.33%
+35,259
68
$2.89M 0.33%
13,886
+597
69
$2.87M 0.32%
116,496
-4,800
70
$2.85M 0.32%
15,852
-1,109
71
$2.84M 0.32%
129,791
+2,241
72
$2.82M 0.32%
55,038
-6,733
73
$2.75M 0.31%
21,999
-961
74
$2.72M 0.31%
66,042
-4,273
75
$2.72M 0.31%
4,970
-496
1 2
3
4 5