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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$88K 0.01%
+10,719
727
$87K 0.01%
4,532
-799
728
$81K 0.01%
11,509
+5,839
729
$80K 0.01%
+2,068
730
$80K 0.01%
54,847
-76,855
731
$78K 0.01%
11,506
-4,063
732
$77K 0.01%
17,282
+951
733
$75K 0.01%
45,902
+36,577
734
$71K 0.01%
293
+244
735
$68K 0.01%
14,589
-3,648
736
$65K ﹤0.01%
18,625
+7,913
737
$62K ﹤0.01%
+13,348
738
$59K ﹤0.01%
+3,775
739
$57K ﹤0.01%
+19,262
740
$55K ﹤0.01%
29,193
+10,266
741
$50K ﹤0.01%
+11,371
742
$50K ﹤0.01%
3,471
-2,263
743
$44K ﹤0.01%
2,009
+1,007
744
$41K ﹤0.01%
83,785
+78,664
745
$41K ﹤0.01%
12,101
+2,113
746
$40K ﹤0.01%
875
+696
747
$25K ﹤0.01%
22,188
-1,259
748
$23K ﹤0.01%
12,606
-10,442
749
$6K ﹤0.01%
13,434
-22,839
750
– –
-7,638
28 29
30
31 32