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
851
$267K 0.01%
29,929
-8,445
852
$267K 0.01%
3,215
-1,391
853
$266K 0.01%
51,124
-426
854
$266K 0.01%
6,184
+1,392
855
$266K 0.01%
5,308
+839
856
$265K 0.01%
7,910
-413
857
$265K 0.01%
+10,657
858
$264K 0.01%
21,007
-3,543
859
$264K 0.01%
+12,059
860
$262K 0.01%
3,155
+34
861
$262K 0.01%
+13,584
862
$261K 0.01%
3,732
-374
863
$261K 0.01%
4,410
+5
864
$261K 0.01%
4,468
+106
865
$260K 0.01%
479
-2
866
$259K 0.01%
19,749
-2,633
867
$258K 0.01%
1,886
+92
868
$258K 0.01%
9,535
-740
869
$258K 0.01%
10,064
+144
870
$257K 0.01%
6,982
+1,077
871
$257K 0.01%
9,255
-5,259
872
$256K 0.01%
11,805
-87
873
$253K 0.01%
2,911
+197
874
$252K 0.01%
4,220
+73
875
$251K 0.01%
2,894
-10,374
33 34
35
36 37