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

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
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%
+27,631
854
$30K ﹤0.01%
537
+80
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%
262
-12
859
$13K ﹤0.01%
911
-44
860
$4K ﹤0.01%
208
-5
861
– –
-10,309
862
– –
-11,256
863
– –
-10,866
864
– –
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865
– –
-2,900
866
– –
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867
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-179,092
868
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869
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– –
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871
– –
-12,140
872
– –
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873
– –
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874
– –
-7,717
875
– –
-37,529
33 34
35
36 37