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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$214K 0.02%
+15,324
727
$213K 0.02%
9,521
-360
728
$212K 0.02%
+4,447
729
$211K 0.02%
+7,206
730
$211K 0.02%
608
-164
731
$211K 0.02%
+4,729
732
$211K 0.02%
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733
$211K 0.02%
+3,538
734
$211K 0.02%
1,002
-118
735
$210K 0.02%
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736
$209K 0.02%
+6,259
737
$208K 0.02%
15,842
-1,625
738
$208K 0.02%
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739
$208K 0.02%
10,229
-694
740
$208K 0.02%
+2,963
741
$207K 0.02%
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742
$206K 0.02%
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743
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744
$205K 0.02%
2,955
-765
745
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746
$203K 0.02%
4,100
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747
$202K 0.02%
+1,525
748
$201K 0.02%
1,527
-590
749
$201K 0.02%
+1,212
750
$201K 0.02%
5,917
-502
28 29
30
31 32