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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$201K 0.02%
+6,663
827
$200K 0.01%
+11,883
828
$199K 0.01%
29,219
+10,800
829
$192K 0.01%
22,678
830
$191K 0.01%
11,312
-1,320
831
$181K 0.01%
10,868
-2,415
832
$174K 0.01%
266
+28
833
$169K 0.01%
+36,141
834
$166K 0.01%
+10,433
835
$162K 0.01%
8,841
+198
836
$153K 0.01%
+10,737
837
$152K 0.01%
21,952
-342
838
$150K 0.01%
+10,266
839
$147K 0.01%
+13,365
840
$143K 0.01%
25,808
+244
841
$139K 0.01%
29,505
-4,172
842
$135K 0.01%
14,769
-6,761
843
$133K 0.01%
11,839
-1,030
844
$124K 0.01%
10,306
+283
845
$122K 0.01%
+11,257
846
$121K 0.01%
+10,905
847
$116K 0.01%
17,879
-17,019
848
$114K 0.01%
1,763
+158
849
$113K 0.01%
141
+32
850
$108K 0.01%
11,134
+266
32 33
34
35 36