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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$259K 0.02%
6,122
+665
727
$258K 0.02%
5,611
+33
728
$257K 0.02%
2,838
+57
729
$255K 0.02%
+1,932
730
$255K 0.02%
8,070
+474
731
$254K 0.02%
+2,495
732
$253K 0.02%
1,664
-30
733
$253K 0.02%
3,261
+312
734
$252K 0.02%
8,215
-101
735
$252K 0.02%
893
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736
$252K 0.02%
777
-8
737
$252K 0.02%
+9,257
738
$251K 0.02%
1,034
-51
739
$250K 0.02%
+2,489
740
$250K 0.02%
+4,585
741
$248K 0.02%
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742
$248K 0.02%
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744
$247K 0.02%
5,340
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745
$246K 0.02%
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746
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747
$243K 0.02%
5,580
-166
748
$243K 0.02%
12,608
-198
749
$241K 0.02%
8,333
+704
750
$240K 0.02%
7,702
+428
28 29
30
31 32