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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.38%
63,273
-27,421
52
$4.23M 0.34%
38,256
-2,224
53
$4.14M 0.33%
4,270
-986
54
$4.05M 0.32%
+23,893
55
$4.04M 0.32%
52,925
-7,562
56
$3.99M 0.32%
69,476
-1,852
57
$3.91M 0.31%
192,366
-46,416
58
$3.84M 0.31%
142,401
-4,672
59
$3.82M 0.31%
158,506
-27,552
60
$3.73M 0.3%
10,752
-1,142
61
$3.66M 0.29%
17,784
-7,058
62
$3.52M 0.28%
69,322
+20,552
63
$3.42M 0.27%
88,866
-4,862
64
$3.41M 0.27%
71,820
+1,607
65
$3.28M 0.26%
37,803
-646
66
$3.27M 0.26%
6,796
-279
67
$3.26M 0.26%
59,805
-1,103
68
$3.24M 0.26%
19,952
-963
69
$3.23M 0.26%
26,453
-3,453
70
$3.15M 0.25%
50,505
-688
71
$3.06M 0.25%
3,936
-136
72
$3.06M 0.24%
50,313
+15,523
73
$3.05M 0.24%
66,996
-6,310
74
$3.02M 0.24%
12,205
-1,565
75
$3.02M 0.24%
71,713
+40,008
1 2
3
4 5