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
$1.36B
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
State Street SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
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
851
$52K ﹤0.01%
73,140
-4,152
852
$36K ﹤0.01%
12,892
+1,007
853
$35K ﹤0.01%
+2,763
854
$30K ﹤0.01%
90
+14
855
$22K ﹤0.01%
11,519
-365
856
$21K ﹤0.01%
17,482
-1,299
857
$17K ﹤0.01%
744
-16
858
$14K ﹤0.01%
5
859
$13K ﹤0.01%
911
-44
860
$4K ﹤0.01%
208
-5
861
– –
-9,078
862
– –
-2,153
863
– –
-1,671
864
– –
-99,305
865
– –
-8,184
866
– –
-11,256
867
– –
-10,866
868
– –
-13,148
869
– –
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870
– –
-1,640
871
– –
-179,092
872
– –
-31,360
873
– –
-2,384
874
– –
-1,447
875
– –
-12,140
33 34
35
36 37