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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$237K 0.02%
5,170
+132
752
$236K 0.02%
9,534
-1,756
753
$236K 0.02%
362
+2
754
$234K 0.02%
+4,523
755
$234K 0.02%
1,450
-1,009
756
$232K 0.02%
4,075
-95
757
$231K 0.02%
+4,973
758
$230K 0.02%
939
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759
$230K 0.02%
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760
$229K 0.02%
1,412
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761
$229K 0.02%
7,197
+389
762
$229K 0.02%
16,896
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763
$227K 0.02%
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764
$227K 0.02%
3,495
-283
765
$227K 0.02%
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766
$226K 0.02%
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$226K 0.02%
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769
$225K 0.02%
4,099
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770
$224K 0.02%
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$224K 0.02%
2,101
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772
$224K 0.02%
3,762
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773
$223K 0.02%
+2,599
774
$223K 0.02%
5,399
+1,015
775
$221K 0.02%
+3,098
29 30
31
32 33