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
$1.23B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Sells

1 +$5.85M
2 +$3.39M
3 +$3.05M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$2.58M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.35M

Sector Composition

1 Technology 8.54%
2 Healthcare 4.39%
3 Financials 3.43%
4 Consumer Discretionary 3.1%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-4,086