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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$200K 0.02%
6,502
-728
752
$200K 0.02%
7,034
-15
753
$200K 0.02%
+1,445
754
$200K 0.02%
+8,383
755
$200K 0.02%
10,886
-6,756
756
$182K 0.01%
14,959
-8,841
757
$177K 0.01%
+17,657
758
$174K 0.01%
13,096
-1,652
759
$165K 0.01%
14,650
-2,444
760
$162K 0.01%
17,664
-4,048
761
$160K 0.01%
+27,052
762
$146K 0.01%
24,150
+312
763
$135K 0.01%
14,202
-1,241
764
$132K 0.01%
23,901
-1,576
765
$126K 0.01%
14,014
-17,941
766
$126K 0.01%
10,649
+182
767
$118K 0.01%
2,543
-196
768
$98K 0.01%
18,088
+4,703
769
$78.6K 0.01%
27,000
-15,079
770
$69.2K 0.01%
12,713
-2,520
771
$64.9K 0.01%
10,334
-37,128
772
$57.9K ﹤0.01%
15,439
+4,947
773
$53.8K ﹤0.01%
10,023
-1,160
774
$44.1K ﹤0.01%
+1,946
775
$41.6K ﹤0.01%
13,881
-3,814
29 30
31
32 33