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
$937M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.69M
3
+$4.21M
4
MRO
Marathon Oil Corporation
MRO
+$2.71M
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$2.61M

Top Sells

1
+$8.94M
2
+$8.23M
3
+$7.71M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.48M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.3M

Sector Composition

1 Technology 10.56%
2 Healthcare 8.13%
3 Financials 6.97%
4 Industrials 5.44%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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-1,680
827
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828
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-7,421
829
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-4,890
830
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831
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832
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-7,802
833
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834
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835
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836
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837
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838
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-16,309
839
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-4,563
840
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-671
841
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-3,182
842
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-8,972
843
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-8,556
844
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845
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846
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847
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-5,261
848
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849
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850
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-16,536
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