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
876
$250K 0.01%
+5,451
877
$250K 0.01%
17,407
+739
878
$249K 0.01%
4,447
-102
879
$248K 0.01%
+10,694
880
$248K 0.01%
4,818
+27
881
$248K 0.01%
1,633
+106
882
$247K 0.01%
+9,228
883
$247K 0.01%
7,825
-13,250
884
$247K 0.01%
+8,592
885
$247K 0.01%
5,432
-4,315
886
$247K 0.01%
21,728
+11,528
887
$246K 0.01%
22,935
+2,632
888
$245K 0.01%
12,043
-16,780
889
$245K 0.01%
23,851
-5,069
890
$245K 0.01%
+12,850
891
$245K 0.01%
5,511
+6
892
$245K 0.01%
2,587
+179
893
$244K 0.01%
2,412
-88
894
$243K 0.01%
+6,720
895
$243K 0.01%
36,542
-6,450
896
$243K 0.01%
33,884
+872
897
$242K 0.01%
+3,483
898
$241K 0.01%
6,176
+143
899
$239K 0.01%
35,362
-2,250
900
$237K 0.01%
+9,651
34 35
36
37 38