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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$382K 0.02%
10,528
+866
727
$380K 0.02%
2,571
+146
728
$380K 0.02%
+6,801
729
$380K 0.02%
13,468
+1,089
730
$379K 0.02%
5,957
+235
731
$379K 0.02%
3,846
-229
732
$377K 0.02%
15,302
-1,568
733
$376K 0.02%
23,436
-18,615
734
$376K 0.02%
+9,784
735
$375K 0.02%
9,716
+760
736
$375K 0.02%
8,506
+702
737
$373K 0.02%
4,635
+166
738
$373K 0.02%
8,204
-2,903
739
$372K 0.02%
2,153
-313
740
$369K 0.02%
117,012
-4,972
741
$368K 0.02%
10,890
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742
$367K 0.02%
9,274
-229
743
$364K 0.02%
7,994
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744
$364K 0.02%
9,919
+1,309
745
$364K 0.02%
4,227
-1,037
746
$362K 0.02%
+2,679
747
$362K 0.02%
8,755
+1,349
748
$361K 0.02%
7,010
-229
749
$361K 0.02%
2,657
+16
750
$360K 0.02%
5,456
-569
28 29
30
31 32