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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$234K 0.01%
+1,694
827
$234K 0.01%
+3,748
828
$233K 0.01%
609
+3
829
$232K 0.01%
+2,362
830
$232K 0.01%
7,836
-48
831
$232K 0.01%
7,059
-21
832
$231K 0.01%
+3,326
833
$231K 0.01%
1,959
+110
834
$231K 0.01%
+23,505
835
$230K 0.01%
5,328
-32
836
$230K 0.01%
+5,638
837
$230K 0.01%
16,866
-15,538
838
$230K 0.01%
3,893
-146
839
$229K 0.01%
+4,848
840
$228K 0.01%
+12,118
841
$228K 0.01%
+3,102
842
$228K 0.01%
+5,546
843
$228K 0.01%
+3,896
844
$227K 0.01%
+7,634
845
$226K 0.01%
+12,995
846
$225K 0.01%
14,553
-9,262
847
$224K 0.01%
6,088
+1,131
848
$223K 0.01%
+12,375
849
$223K 0.01%
2,036
-19
850
$222K 0.01%
2,759
-13
32 33
34
35 36