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
801
$208K 0.02%
9,273
-1,879
802
$208K 0.02%
4,179
+86
803
$207K 0.02%
2,278
-91
804
$207K 0.02%
+4,314
805
$207K 0.02%
3,677
-825
806
$204K 0.01%
+1,705
807
$204K 0.01%
7,337
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808
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809
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810
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811
$203K 0.01%
4,709
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$203K 0.01%
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$202K 0.01%
881
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1,364
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815
$202K 0.01%
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816
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819
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13,833
-3,670
823
$156K 0.01%
43,356
-971
824
$154K 0.01%
+14,713
825
$153K 0.01%
20,954
-726
31 32
33
34 35