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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$144K 0.01%
12,296
-2,406
827
$134K 0.01%
108
-3
828
$128K 0.01%
+16,267
829
$128K 0.01%
14,044
-8,634
830
$128K 0.01%
+56,358
831
$125K 0.01%
2,086
-55
832
$117K 0.01%
10,878
-532
833
$112K 0.01%
11,682
+177
834
$112K 0.01%
17,385
-354
835
$101K 0.01%
11,494
-282
836
$101K 0.01%
+11,656
837
$98K 0.01%
259
-25
838
$84K 0.01%
24,382
-3,670
839
$82K 0.01%
+14,019
840
$81K 0.01%
+11,024
841
$80K 0.01%
+10,919
842
$73K 0.01%
23,344
-110
843
$71K 0.01%
+25,261
844
$68K 0.01%
1,283
-242
845
$67K ﹤0.01%
1,557
-243
846
$65K ﹤0.01%
+16,590
847
$63K ﹤0.01%
11,624
-52,679
848
$63K ﹤0.01%
+24,003
849
$62K ﹤0.01%
+10,136
850
$57K ﹤0.01%
+10,374
32 33
34
35 36