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
801
$214K 0.02%
+1,554
802
$214K 0.02%
3,135
+197
803
$214K 0.02%
+3,225
804
$213K 0.02%
+1,836
805
$213K 0.02%
+8,410
806
$210K 0.02%
+9,574
807
$210K 0.02%
4,157
-341
808
$210K 0.02%
+4,864
809
$209K 0.02%
5,174
-4,094
810
$209K 0.02%
+1,263
811
$208K 0.02%
+4,104
812
$207K 0.02%
+3,816
813
$207K 0.02%
4,320
-309
814
$207K 0.02%
13,949
-185
815
$207K 0.02%
+3,230
816
$207K 0.02%
44,402
-6,695
817
$207K 0.02%
+9,317
818
$206K 0.02%
3,139
-54
819
$206K 0.02%
+3,370
820
$205K 0.02%
+2,664
821
$205K 0.02%
1,214
-409
822
$204K 0.02%
2,048
+9
823
$204K 0.02%
684
-198
824
$204K 0.02%
4,433
-423
825
$203K 0.02%
+2,392
31 32
33
34 35