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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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.67M
3
+$8.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$6.67M
5
HMY icon
Harmony Gold Mining
HMY
+$5.77M

Top Sells

1
+$42.4M
2
+$15.4M
3
+$13.7M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.36%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$237K 0.01%
3,632
+58
902
$237K 0.01%
+9,651
903
$235K 0.01%
+16,577
904
$234K 0.01%
3,061
-5
905
$234K 0.01%
3,422
-216
906
$231K 0.01%
7,882
+90
907
$231K 0.01%
11,312
+783
908
$230K 0.01%
10,190
-2,553
909
$229K 0.01%
+4,858
910
$229K 0.01%
+10,112
911
$228K 0.01%
+13,877
912
$228K 0.01%
21,152
+989
913
$228K 0.01%
19,610
+915
914
$228K 0.01%
+5,163
915
$227K 0.01%
6,155
-40
916
$226K 0.01%
+5,545
917
$226K 0.01%
+10,694
918
$225K 0.01%
14,485
+458
919
$224K 0.01%
5,046
-963
920
$223K 0.01%
5,828
+41
921
$223K 0.01%
10,098
-1,227
922
$222K 0.01%
2,779
+245
923
$221K 0.01%
341
-52
924
$221K 0.01%
900
-1
925
$221K 0.01%
1,942
-1,008
35 36
37
38 39