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
876
– –
-12,793
877
– –
-5,517
878
– –
-2,378
879
– –
-590
880
– –
-10,599
881
– –
-9,148
882
– –
-25,084
883
– –
-7,694
884
– –
-33,132
885
– –
-30,750
886
– –
-1,943
887
– –
-4,935
888
– –
-5,730
889
– –
-9,078
890
– –
-2,153
891
– –
-1,671
892
– –
-3,006
893
– –
-7,814
894
– –
-3,956
895
– –
-5,043
896
– –
-12,809
897
– –
-3,543
898
– –
-5,375
899
– –
-3,761
900
– –
-2,886
34 35
36
37 38