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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$272K 0.02%
14,857
+3,115
777
$271K 0.02%
10,356
-1,711
778
$271K 0.02%
7,031
+1,264
779
$270K 0.02%
4,558
+907
780
$270K 0.02%
2,864
+193
781
$269K 0.02%
7,642
-1,853
782
$269K 0.02%
+5,319
783
$267K 0.02%
+4,475
784
$266K 0.02%
+5,458
785
$264K 0.02%
3,310
-1,230
786
$262K 0.02%
23,533
+4,902
787
$262K 0.02%
11,896
-3,109
788
$259K 0.02%
+7,629
789
$258K 0.02%
+3,958
790
$258K 0.02%
+10,996
791
$257K 0.02%
3,605
-121
792
$255K 0.01%
+2,109
793
$255K 0.01%
17,165
-6,355
794
$255K 0.01%
+15,077
795
$254K 0.01%
3,968
-115
796
$253K 0.01%
+1,908
797
$251K 0.01%
3,082
+252
798
$250K 0.01%
+3,138
799
$250K 0.01%
5,056
+146
800
$249K 0.01%
+4,759
30 31
32
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