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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$211K 0.02%
5,043
+179
752
$210K 0.02%
+4,425
753
$210K 0.02%
+633
754
$209K 0.02%
+1,119
755
$209K 0.02%
12,806
-3,264
756
$208K 0.02%
2,369
-5,898
757
$208K 0.02%
7,717
-241
758
$208K 0.02%
4,301
+128
759
$208K 0.02%
2,381
-94
760
$207K 0.02%
+3,849
761
$206K 0.02%
17,639
+2,360
762
$206K 0.02%
+1,447
763
$205K 0.02%
31,360
-2,045
764
$205K 0.02%
6,998
-1,086
765
$205K 0.02%
+8,184
766
$204K 0.02%
+4,384
767
$203K 0.02%
3,802
-534
768
$203K 0.02%
1,117
-329
769
$202K 0.02%
+4,170
770
$202K 0.02%
2,107
+59
771
$200K 0.02%
4,130
-630
772
$197K 0.02%
13,928
-21
773
$193K 0.01%
44,327
-75
774
$189K 0.01%
14,103
+1,688
775
$184K 0.01%
2,141
-91
29 30
31
32 33