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
926
$163K 0.01%
17,121
+3,416
927
$158K 0.01%
15,847
-3,589
928
$147K 0.01%
11,718
-1,472
929
$144K 0.01%
+27,288
930
$144K 0.01%
+14,820
931
$141K 0.01%
+35,615
932
$141K 0.01%
+7,424
933
$140K 0.01%
10,149
-19,417
934
$139K 0.01%
+18,305
935
$132K 0.01%
38,950
+24,765
936
$131K 0.01%
22,641
+8,736
937
$130K 0.01%
12,081
-1,648
938
$130K 0.01%
13,304
-20,418
939
$124K 0.01%
3,475
-645
940
$124K 0.01%
3,864
+1,241
941
$123K 0.01%
15,358
+4,888
942
$123K 0.01%
1,605
-160
943
$122K 0.01%
19,230
+3,176
944
$114K 0.01%
11,959
+1,843
945
$107K 0.01%
2,962
-11
946
$101K 0.01%
14,715
+243
947
$96K 0.01%
266
+39
948
$95K 0.01%
10,321
-1,188
949
$90K 0.01%
11,138
-1,537
950
$87K 0.01%
1,018
+29
36 37
38
39 40