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
901
$193K 0.01%
33,191
+15,201
902
$187K 0.01%
14,236
+2,576
903
$185K 0.01%
17,303
-524
904
$184K 0.01%
+27,703
905
$184K 0.01%
21,767
+8,711
906
$183K 0.01%
+13,880
907
$182K 0.01%
+24,850
908
$182K 0.01%
9,227
-1,034
909
$182K 0.01%
2,876
-326
910
$181K 0.01%
22,516
-5,850
911
$181K 0.01%
+18,773
912
$178K 0.01%
4,000
-277
913
$178K 0.01%
12,348
+2,196
914
$177K 0.01%
10,363
-374
915
$176K 0.01%
+15,699
916
$176K 0.01%
14,982
+494
917
$173K 0.01%
11,846
+1,472
918
$169K 0.01%
18,872
+3,473
919
$168K 0.01%
13,444
+104
920
$168K 0.01%
+11,580
921
$167K 0.01%
+10,380
922
$167K 0.01%
11,779
-2,664
923
$167K 0.01%
2,130
+301
924
$166K 0.01%
+12,413
925
$163K 0.01%
26
-1
35 36
37
38 39