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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$235K 0.02%
+1,353
777
$234K 0.02%
5,089
+158
778
$234K 0.02%
+2,282
779
$234K 0.02%
6,328
-21,632
780
$232K 0.02%
8,301
+319
781
$230K 0.02%
+13,955
782
$230K 0.02%
+3,478
783
$230K 0.02%
+4,371
784
$230K 0.02%
12,415
-303
785
$229K 0.02%
+10,672
786
$229K 0.02%
+8,522
787
$228K 0.02%
+15,500
788
$228K 0.02%
+8,682
789
$227K 0.02%
+4,760
790
$224K 0.02%
5,237
-122
791
$223K 0.02%
+7,958
792
$223K 0.02%
7,230
-497
793
$222K 0.02%
+2,391
794
$221K 0.02%
+1,426
795
$221K 0.02%
+2,475
796
$219K 0.02%
2,528
-247
797
$218K 0.02%
7,526
-946
798
$217K 0.02%
33,405
-69,473
799
$215K 0.02%
4,698
+294
800
$214K 0.02%
+470
30 31
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