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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$340K 0.02%
+7,994
777
$339K 0.02%
43,506
+10,346
778
$337K 0.02%
9,896
+164
779
$337K 0.02%
18,820
+2,890
780
$335K 0.02%
8,835
+525
781
$335K 0.02%
23,260
+10,132
782
$335K 0.02%
24,024
+652
783
$335K 0.02%
4,738
-1,211
784
$334K 0.02%
6,577
+203
785
$333K 0.02%
7,578
+38
786
$331K 0.02%
+1,592
787
$330K 0.02%
3,202
-168
788
$330K 0.02%
18,819
+215
789
$328K 0.02%
18,675
-399
790
$327K 0.02%
7,547
+220
791
$325K 0.02%
+9,799
792
$324K 0.02%
4,060
-1,577
793
$323K 0.02%
49,900
-156,150
794
$323K 0.02%
9,331
-444
795
$321K 0.02%
+9,457
796
$320K 0.02%
4,824
-169
797
$319K 0.02%
5,523
-342
798
$319K 0.02%
+22,219
799
$318K 0.02%
1,934
+310
800
$318K 0.02%
17,211
-127
30 31
32
33 34