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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$289K 0.01%
6,196
+58
827
$289K 0.01%
7,470
-281
828
$287K 0.01%
+6,536
829
$286K 0.01%
4,449
-1,128
830
$284K 0.01%
6,463
+190
831
$283K 0.01%
13,879
-45
832
$282K 0.01%
+10,919
833
$282K 0.01%
9,457
-2,141
834
$282K 0.01%
+6,287
835
$280K 0.01%
6,785
+321
836
$279K 0.01%
12,788
-64
837
$278K 0.01%
4,285
+8
838
$278K 0.01%
4,011
-19
839
$277K 0.01%
3,122
+416
840
$276K 0.01%
3,352
+88
841
$273K 0.01%
2,593
-73
842
$273K 0.01%
1,792
-9
843
$272K 0.01%
8,719
-1,084
844
$272K 0.01%
18,766
-16,291
845
$271K 0.01%
+10,864
846
$270K 0.01%
+16,479
847
$269K 0.01%
6,582
-748
848
$268K 0.01%
+6,506
849
$268K 0.01%
4,185
-65
850
$267K 0.01%
228
32 33
34
35 36