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
951
$210K 0.01%
+4,737
952
$209K 0.01%
+1,421
953
$209K 0.01%
9,198
-392
954
$208K 0.01%
9,376
-6,658
955
$207K 0.01%
+7,548
956
$207K 0.01%
4,123
+257
957
$207K 0.01%
+4,530
958
$207K 0.01%
359
+3
959
$206K 0.01%
3,998
-1,113
960
$206K 0.01%
1,995
-21,762
961
$204K 0.01%
+5,190
962
$204K 0.01%
+10,549
963
$202K 0.01%
4,837
-20,671
964
$201K 0.01%
+2,754
965
$201K 0.01%
+8,491
966
$201K 0.01%
6,932
+81
967
$201K 0.01%
8,782
-246
968
$200K 0.01%
2,964
-131
969
$197K 0.01%
21,898
+2,441
970
$195K 0.01%
+13,712
971
$187K 0.01%
+3,545
972
$185K 0.01%
11,509
-2,388
973
$182K 0.01%
11,481
+359
974
$181K 0.01%
+3,514
975
$179K 0.01%
+2,916
37 38
39
40 41