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
801
$249K 0.01%
47,927
+8,541
802
$249K 0.01%
5,168
-899
803
$247K 0.01%
10,551
+1,148
804
$247K 0.01%
+5,057
805
$247K 0.01%
15,645
-6,179
806
$246K 0.01%
+4,092
807
$246K 0.01%
3,059
+212
808
$245K 0.01%
+2,455
809
$245K 0.01%
+3,764
810
$244K 0.01%
+1,879
811
$244K 0.01%
+873
812
$244K 0.01%
3,270
+29
813
$243K 0.01%
12,773
-1,267
814
$243K 0.01%
15,868
-7,660
815
$241K 0.01%
6,546
-2,656
816
$241K 0.01%
2,905
+233
817
$240K 0.01%
+5,511
818
$240K 0.01%
+4,173
819
$239K 0.01%
+3,232
820
$239K 0.01%
10,937
+347
821
$239K 0.01%
+10,567
822
$238K 0.01%
7,005
+246
823
$236K 0.01%
25,617
-5,343
824
$235K 0.01%
+5,296
825
$234K 0.01%
1,944
-12
31 32
33
34 35