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
876
$208K 0.01%
+3,001
877
$208K 0.01%
17,854
+1,914
878
$208K 0.01%
+8,924
879
$208K 0.01%
+5,119
880
$208K 0.01%
+4,977
881
$208K 0.01%
+8,200
882
$208K 0.01%
+4,530
883
$207K 0.01%
7,483
-1,956
884
$207K 0.01%
13,715
+3,544
885
$207K 0.01%
+8,723
886
$206K 0.01%
12,259
+570
887
$205K 0.01%
13,859
-1,752
888
$205K 0.01%
6,238
-1,536
889
$202K 0.01%
+8,400
890
$202K 0.01%
6,871
-157
891
$201K 0.01%
+8,521
892
$201K 0.01%
4,887
-149
893
$201K 0.01%
+1,607
894
$201K 0.01%
+8,439
895
$200K 0.01%
22,124
-457
896
$199K 0.01%
11,996
+1,959
897
$197K 0.01%
+37,238
898
$197K 0.01%
+13,324
899
$197K 0.01%
+11,250
900
$195K 0.01%
+15,805
34 35
36
37 38