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
951
$86K 0.01%
10,658
-2,798
952
$86K 0.01%
1,508
+302
953
$85K ﹤0.01%
2,730
-65
954
$85K ﹤0.01%
+10,273
955
$77K ﹤0.01%
+10,610
956
$74K ﹤0.01%
18,089
+452
957
$73K ﹤0.01%
1,635
-9
958
$71K ﹤0.01%
+10,621
959
$70K ﹤0.01%
22,571
-463
960
$62K ﹤0.01%
+3,138
961
$62K ﹤0.01%
32,078
+1,964
962
$56K ﹤0.01%
68,398
+12,114
963
$43K ﹤0.01%
38,345
+11,865
964
– –
0
965
$37K ﹤0.01%
+13,506
966
$36K ﹤0.01%
3,565
+147
967
$35K ﹤0.01%
2,509
+779
968
$33K ﹤0.01%
23,279
-1,012
969
$19K ﹤0.01%
43
-9
970
$13K ﹤0.01%
17,570
-9,527
971
$2K ﹤0.01%
25,872
-3,466
972
– –
-5,705
973
– –
-42,149
974
– –
-12,898
975
– –
-2,105
37 38
39
40 41