FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.69M
3
+$4.21M
4
MRO
Marathon Oil Corporation
MRO
+$2.71M
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$2.61M

Top Sells

1
+$8.94M
2
+$8.23M
3
+$7.71M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.48M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.3M

Sector Composition

1 Technology 10.56%
2 Healthcare 8.13%
3 Financials 6.97%
4 Industrials 5.44%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$14.3K ﹤0.01%
10,488
-219
727
$1.79K ﹤0.01%
6
-1
728
$1.72K ﹤0.01%
565
-43
729
– –
-3,239
730
– –
-16,253
731
– –
-7,452
732
– –
-6,162
733
– –
-6,294
734
– –
-12,970
735
– –
-13,150
736
– –
-3,780
737
– –
-15,530
738
– –
-1,278
739
– –
-1,858
740
– –
-31,401
741
– –
-8,695
742
– –
-404
743
– –
-3,929
744
– –
-19,927
745
– –
-17,640
746
– –
-2,496
747
– –
-4,282
748
– –
-22,783
749
– –
-10,200
750
– –
-4,171
28 29
30
31 32