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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$286K 0.02%
7,228
+227
752
$285K 0.02%
+4,415
753
$285K 0.02%
+16,236
754
$285K 0.02%
17,011
+1,142
755
$284K 0.02%
+2,352
756
$283K 0.02%
+6,603
757
$282K 0.02%
12,973
-2,754
758
$282K 0.02%
19,713
+2,816
759
$281K 0.02%
6,393
+18
760
$280K 0.02%
23,246
+2,190
761
$280K 0.02%
13,459
+2,598
762
$279K 0.02%
6,054
-4,559
763
$279K 0.02%
11,171
-23
764
$278K 0.02%
13,652
+1,818
765
$278K 0.02%
+2,487
766
$277K 0.02%
+7,296
767
$275K 0.02%
4,203
+277
768
$274K 0.02%
8,685
+928
769
$274K 0.02%
+5,703
770
$273K 0.02%
13,167
+369
771
$273K 0.02%
3,594
-4,149
772
$273K 0.02%
3,295
+100
773
$273K 0.02%
34,159
+3,607
774
$273K 0.02%
+4,420
775
$273K 0.02%
+8,451
29 30
31
32 33