FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.69M
3
+$4.21M
4
MRO
Marathon Oil Corporation
MRO
+$2.71M
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$2.61M

Top Sells

1
+$8.94M
2
+$8.23M
3
+$7.71M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.48M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.3M

Sector Composition

1 Technology 10.56%
2 Healthcare 8.13%
3 Financials 6.97%
4 Industrials 5.44%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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802
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803
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804
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-2,811
805
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-7,080
806
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-9,842
807
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-842
808
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-11,367
809
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-1,680
810
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-2,860
811
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-7,421
812
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-4,890
813
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814
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-7,415
815
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-22,629
816
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-15,555
817
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-11,270
818
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819
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820
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-7,933
821
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-1,450
822
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-5,955
823
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-12,628
824
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-1,650
825
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-17,332
31 32
33
34 35