FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
State Street Consumer Discretionary Select Sector SPDR ETF
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
851
$107K 0.01%
22,869
-4,374
852
$93K 0.01%
75,373
+39,968
853
$81K 0.01%
+23,435
854
$81K 0.01%
17,300
-2,652
855
$78K 0.01%
13,514
-3,846
856
$78K 0.01%
17,179
+2,623
857
$69K 0.01%
10,394
-1,315
858
$67K 0.01%
12,387
+372
859
$67K 0.01%
+1,598
860
$56K ﹤0.01%
14,374
-150
861
$53K ﹤0.01%
92
+16
862
$41K ﹤0.01%
+10,101
863
$37K ﹤0.01%
6
864
$35K ﹤0.01%
996
-192
865
$28K ﹤0.01%
+784
866
$26K ﹤0.01%
18,246
+1,170
867
$25K ﹤0.01%
11,878
+39
868
$18K ﹤0.01%
304
-31
869
– –
-2,701
870
– –
-5,023
871
– –
-1,135
872
– –
-2,753
873
– –
-1,676
874
– –
-4,730
875
– –
-19,516
33 34
35
36 37