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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$220K 0.02%
2,299
-128
777
$219K 0.02%
1,813
-386
778
$219K 0.02%
+1,714
779
$218K 0.02%
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780
$217K 0.02%
+4,667
781
$216K 0.02%
6,930
-560
782
$216K 0.02%
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783
$216K 0.02%
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-36
784
$216K 0.02%
+1,600
785
$215K 0.02%
3,105
-1,764
786
$214K 0.02%
+3,038
787
$214K 0.02%
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788
$213K 0.02%
4,679
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789
$213K 0.02%
7,207
+45
790
$213K 0.02%
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791
$212K 0.02%
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792
$212K 0.02%
309
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$210K 0.02%
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795
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4,838
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797
$209K 0.02%
4,149
-754
798
$209K 0.02%
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799
$209K 0.02%
3,304
-168
800
$208K 0.02%
15,619
-2,020
30 31
32
33 34