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
76
$3.74M 0.19%
13,910
-222
77
$3.7M 0.19%
21,111
-2,590
78
$3.65M 0.19%
39,349
-149
79
$3.64M 0.19%
46,670
-3,702
80
$3.62M 0.18%
107,402
+37,766
81
$3.58M 0.18%
53,912
-4,292
82
$3.54M 0.18%
146,583
+3,326
83
$3.5M 0.18%
21,935
+1,953
84
$3.45M 0.18%
30,619
-451
85
$3.41M 0.17%
23,267
+5,304
86
$3.41M 0.17%
58,612
+47,812
87
$3.33M 0.17%
111,174
-5,225
88
$3.3M 0.17%
80,748
-244
89
$3.29M 0.17%
+60,111
90
$3.25M 0.17%
25,364
-2,423
91
$3.25M 0.17%
65,244
+55,552
92
$3.23M 0.17%
62,086
-28,219
93
$3.22M 0.16%
40,636
+2,881
94
$3.18M 0.16%
61,358
-6,880
95
$3.17M 0.16%
50,910
+12,427
96
$3.06M 0.16%
98,601
+3,356
97
$3M 0.15%
69,313
+876
98
$3M 0.15%
194,337
+47,394
99
$2.97M 0.15%
135,448
+25,809
100
$2.95M 0.15%
53,204
+6,841
2 3
4
5 6