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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$301K 0.02%
3,397
+741
727
$300K 0.02%
+7,134
728
$300K 0.02%
44,985
+18,625
729
$300K 0.02%
5,536
-935
730
$300K 0.02%
10,547
-77
731
$299K 0.02%
4,996
-668
732
$298K 0.02%
+2,791
733
$298K 0.02%
9,221
-1,326
734
$296K 0.02%
+15,353
735
$296K 0.02%
2,698
-1,216
736
$294K 0.02%
+5,989
737
$293K 0.02%
+4,551
738
$292K 0.02%
+20,115
739
$292K 0.02%
+6,942
740
$291K 0.02%
15,195
+1,835
741
$289K 0.02%
11,604
-501
742
$289K 0.02%
9,033
+1,594
743
$289K 0.02%
+4,880
744
$289K 0.02%
21,663
-7,720
745
$288K 0.02%
3,554
-762
746
$288K 0.02%
9,239
+4,036
747
$287K 0.02%
+5,167
748
$286K 0.02%
7,101
+1,550
749
$286K 0.02%
3,082
-1,990
750
$286K 0.02%
7,185
+2,354
28 29
30
31 32