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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$359K 0.02%
+21,626
752
$358K 0.02%
5,760
-245
753
$357K 0.02%
5,485
-12,035
754
$357K 0.02%
+6,786
755
$356K 0.02%
3,795
+109
756
$356K 0.02%
14,312
+117
757
$355K 0.02%
12,625
+1,798
758
$354K 0.02%
4,204
-522
759
$354K 0.02%
+14,830
760
$353K 0.02%
6,375
+982
761
$353K 0.02%
53,925
-135
762
$351K 0.02%
11,015
-346
763
$351K 0.02%
4,408
-4,959
764
$349K 0.02%
4,799
-87
765
$348K 0.02%
9,689
-75
766
$348K 0.02%
10,794
+1,806
767
$348K 0.02%
4,161
+495
768
$346K 0.02%
12,564
-354
769
$346K 0.02%
5,323
-262
770
$345K 0.02%
+27,896
771
$345K 0.02%
+3,143
772
$344K 0.02%
+4,820
773
$344K 0.02%
2,271
+779
774
$341K 0.02%
+8,607
775
$340K 0.02%
17,738
+2,709
29 30
31
32 33