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
801
$316K 0.02%
1,671
-58
802
$316K 0.02%
+8,042
803
$314K 0.02%
+5,240
804
$314K 0.02%
7,839
-14,814
805
$313K 0.02%
6,310
+282
806
$311K 0.02%
10,173
-5,483
807
$309K 0.02%
9,450
+1,413
808
$308K 0.02%
+9,337
809
$308K 0.02%
17,921
-482
810
$305K 0.02%
+11,356
811
$305K 0.02%
5,915
+1,778
812
$303K 0.02%
3,540
-40
813
$302K 0.02%
+12,291
814
$301K 0.02%
+111,914
815
$301K 0.02%
12,428
+2,517
816
$300K 0.02%
6,898
-2,463
817
$299K 0.02%
5,554
+1,572
818
$297K 0.02%
11,558
-245
819
$296K 0.02%
+1,934
820
$296K 0.02%
+15,185
821
$295K 0.02%
4,789
+685
822
$292K 0.01%
+6,653
823
$291K 0.01%
2,643
-237
824
$291K 0.01%
+18,682
825
$289K 0.01%
10,935
-645
31 32
33
34 35