FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.06M
3
+$3.35M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.89M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.85M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.49M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.89M
5
META icon
Meta Platforms (Facebook)
META
+$1.8M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-13,847
802
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-6,197
803
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-15,187
804
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-29,153
805
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-191
806
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-15,560
807
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-4,345
808
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-13,179
809
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-13,215
810
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-4,100
811
– –
-1,692
812
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-1,334
813
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-4,024
814
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-8,508
815
– –
-14,394
816
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-4,857
817
– –
-3,488
818
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-5,918
819
– –
-7,168
820
– –
-22,483
821
– –
-3,917
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