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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$263K 0.02%
+2,854
727
$263K 0.02%
+9,504
728
$263K 0.02%
1,083
+82
729
$263K 0.02%
1,872
+110
730
$262K 0.02%
2,242
-95
731
$262K 0.02%
24,783
+1,028
732
$262K 0.02%
13,277
-14,789
733
$262K 0.02%
12,198
+1,465
734
$261K 0.02%
361
-3
735
$261K 0.02%
+10,790
736
$261K 0.02%
2,169
-352
737
$261K 0.02%
+6,093
738
$260K 0.02%
4,164
+371
739
$260K 0.02%
4,571
-29
740
$259K 0.02%
+1,156
741
$259K 0.02%
1,757
-131
742
$258K 0.02%
+5,187
743
$256K 0.02%
1,255
-1,968
744
$256K 0.02%
5,631
+808
745
$256K 0.02%
+3,055
746
$255K 0.02%
2,781
+452
747
$255K 0.02%
4,224
+22
748
$255K 0.02%
849
-81
749
$254K 0.02%
17,444
+676
750
$254K 0.02%
+4,843
28 29
30
31 32