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
76
$2.74M 0.16%
10,242
+1,611
77
$2.73M 0.16%
18,069
+3,718
78
$2.7M 0.16%
32,961
-989
79
$2.65M 0.15%
15,927
+2,633
80
$2.65M 0.15%
48,626
+8,272
81
$2.64M 0.15%
25,868
+724
82
$2.63M 0.15%
23,176
+2,639
83
$2.63M 0.15%
19,676
-2,631
84
$2.57M 0.15%
147,508
-2,470
85
$2.56M 0.15%
40,983
+1,519
86
$2.56M 0.15%
51,246
+5,054
87
$2.55M 0.15%
67,954
+60,061
88
$2.52M 0.15%
59,580
+680
89
$2.48M 0.14%
33,406
+2,244
90
$2.45M 0.14%
46,688
+11,537
91
$2.34M 0.14%
26,631
+4,387
92
$2.33M 0.14%
18,953
+190
93
$2.32M 0.13%
18,075
+3,631
94
$2.31M 0.13%
22,685
+1,399
95
$2.27M 0.13%
18,925
+2,880
96
$2.27M 0.13%
+72,004
97
$2.26M 0.13%
46,698
+10,748
98
$2.25M 0.13%
28,750
-6,048
99
$2.25M 0.13%
42,811
+11,260
100
$2.24M 0.13%
45,973
+3,766
2 3
4
5 6