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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$254K 0.02%
17,771
-253
752
$253K 0.02%
+4,146
753
$252K 0.02%
+1,039
754
$251K 0.02%
5,752
-193
755
$251K 0.02%
5,046
-200
756
$249K 0.02%
+1,085
757
$248K 0.02%
2,531
+290
758
$248K 0.02%
2,314
-22
759
$248K 0.02%
1,438
+10
760
$248K 0.02%
2,232
+420
761
$248K 0.02%
2,198
-43
762
$247K 0.02%
4,863
-125
763
$247K 0.02%
4,042
-140
764
$247K 0.02%
4,223
+299
765
$246K 0.02%
1,446
-144
766
$246K 0.02%
2,007
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767
$243K 0.02%
2,691
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768
$241K 0.02%
+1,814
769
$240K 0.02%
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770
$239K 0.02%
+2,891
771
$238K 0.02%
2,985
-609
772
$238K 0.02%
4,173
-179
773
$236K 0.02%
15,279
-7,631
774
$236K 0.02%
4,336
+173
775
$235K 0.02%
3,197
+136
29 30
31
32 33