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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$182K 0.01%
+12,809
777
$182K 0.01%
22,678
778
$176K 0.01%
+17,503
779
$176K 0.01%
14,702
+4,396
780
$164K 0.01%
10,599
-138
781
$161K 0.01%
10,866
+433
782
$145K 0.01%
284
+18
783
$139K 0.01%
21,680
-272
784
$137K 0.01%
+19,550
785
$135K 0.01%
111
-30
786
$124K 0.01%
14,207
-167
787
$121K 0.01%
11,308
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788
$116K 0.01%
11,410
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789
$115K 0.01%
17,739
-140
790
$114K 0.01%
28,052
-4,232
791
$109K 0.01%
11,505
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792
$108K 0.01%
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793
$106K 0.01%
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794
$102K 0.01%
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795
$98K 0.01%
11,776
-1,589
796
$94K 0.01%
1,800
-13,121
797
$82K 0.01%
23,454
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798
$76K 0.01%
+13,148
799
$72K 0.01%
1,525
-238
800
$56K ﹤0.01%
77,292
+1,919
30 31
32
33 34