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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.05M 0.16%
42,163
+38,747
77
$2.03M 0.15%
43,356
+34,956
78
$2.03M 0.15%
10,863
+6,284
79
$1.98M 0.15%
119,216
+105,776
80
$1.96M 0.15%
25,174
+8,091
81
$1.96M 0.15%
20,813
-2,941
82
$1.96M 0.15%
+74,766
83
$1.95M 0.15%
+102,638
84
$1.93M 0.15%
18,279
-2,663
85
$1.93M 0.15%
+77,973
86
$1.93M 0.15%
+38,185
87
$1.92M 0.15%
24,213
-87,968
88
$1.9M 0.14%
9,974
-10,740
89
$1.89M 0.14%
15,575
+14,432
90
$1.89M 0.14%
34,065
+18,163
91
$1.88M 0.14%
23,011
+7,091
92
$1.85M 0.14%
18,970
+12,409
93
$1.84M 0.14%
41,598
+32,452
94
$1.83M 0.14%
18,738
+13,357
95
$1.83M 0.14%
24,527
-17,794
96
$1.82M 0.14%
+24,467
97
$1.81M 0.14%
18,115
+2,174
98
$1.8M 0.14%
102,900
+83,392
99
$1.8M 0.14%
18,255
+9,509
100
$1.75M 0.13%
19,804
-46
2 3
4
5 6