FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.02M
3
+$6.45M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$3.83M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$3.39M

Top Sells

1
+$22.1M
2
+$11.6M
3
+$7.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.67M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.54M

Sector Composition

1 Technology 12.69%
2 Healthcare 8.44%
3 Financials 7.57%
4 Industrials 5.62%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-2,489
877
– –
-2,358
878
– –
-6,930
879
– –
-724
880
– –
-6,990
881
– –
-2,808
882
– –
-10,939
883
– –
-915
884
– –
-4,523
885
– –
-9,273
886
– –
-52,266
887
– –
-32,282
888
– –
-7,702
889
– –
-105,532
890
– –
-9,830
891
– –
-14,398
892
– –
-13,235
893
– –
-2,306
894
– –
-6,603
895
– –
-11,546
896
– –
-5,501
897
– –
-5,754
898
– –
-10,767
899
– –
-453
900
– –
-6,934
34 35
36
37 38