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

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$221K 0.01%
+1,832
927
$221K 0.01%
13,500
-18
928
$220K 0.01%
+986
929
$219K 0.01%
11,572
-2,844
930
$218K 0.01%
+3,941
931
$218K 0.01%
1,975
+113
932
$218K 0.01%
4,108
+234
933
$216K 0.01%
+12,640
934
$216K 0.01%
4,764
+35
935
$215K 0.01%
3,571
-499
936
$215K 0.01%
2,839
-43,431
937
$215K 0.01%
+7,781
938
$215K 0.01%
4,839
+828
939
$214K 0.01%
6,957
-259
940
$214K 0.01%
+7,337
941
$213K 0.01%
5,891
+57
942
$213K 0.01%
12,703
+2,055
943
$213K 0.01%
3,511
-41
944
$213K 0.01%
13,402
-309
945
$212K 0.01%
3,634
-553
946
$212K 0.01%
30,427
+11,760
947
$212K 0.01%
3,534
-816
948
$211K 0.01%
+15,714
949
$211K 0.01%
8,762
+492
950
$210K 0.01%
+8,623
36 37
38
39 40