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
851
$221K 0.01%
5,112
-3,823
852
$221K 0.01%
+4,479
853
$220K 0.01%
+4,427
854
$220K 0.01%
9,280
-3,842
855
$220K 0.01%
4,101
+149
856
$219K 0.01%
+5,746
857
$219K 0.01%
+2,334
858
$218K 0.01%
1,798
-85
859
$217K 0.01%
+4,248
860
$217K 0.01%
+9,310
861
$217K 0.01%
12,221
-107
862
$216K 0.01%
+3,206
863
$216K 0.01%
2,963
+68
864
$215K 0.01%
6,432
+687
865
$214K 0.01%
+219
866
$214K 0.01%
+1,229
867
$213K 0.01%
+13,583
868
$213K 0.01%
+3,257
869
$211K 0.01%
+7,520
870
$211K 0.01%
+3,650
871
$210K 0.01%
+11,847
872
$209K 0.01%
33,320
+6,178
873
$209K 0.01%
+1,443
874
$209K 0.01%
+4,557
875
$209K 0.01%
+2,858
33 34
35
36 37