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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.3%
28,964
+446
77
$3.25M 0.29%
69,903
+14,053
78
$3.2M 0.28%
51,036
-813
79
$3.16M 0.28%
65,405
+8,755
80
$3.15M 0.28%
65,600
-3,920
81
$3.04M 0.27%
18,008
-475
82
$3.02M 0.27%
62,188
+8,604
83
$2.93M 0.26%
334,151
+56,050
84
$2.92M 0.26%
40,084
+7,931
85
$2.88M 0.25%
22,863
+833
86
$2.87M 0.25%
59,902
+14,291
87
$2.86M 0.25%
13,677
+58
88
$2.85M 0.25%
112,781
+15,200
89
$2.83M 0.25%
19,281
+1,298
90
$2.82M 0.25%
21,339
+3,311
91
$2.8M 0.25%
61,994
+12,721
92
$2.77M 0.24%
26,640
-80
93
$2.77M 0.24%
17,948
+2,730
94
$2.75M 0.24%
47,330
-767
95
$2.72M 0.24%
20,901
-205
96
$2.66M 0.23%
14,235
+278
97
$2.61M 0.23%
21,474
+629
98
$2.6M 0.23%
44,734
+7,570
99
$2.59M 0.23%
39,815
-212
100
$2.59M 0.23%
20,134
+2,207
2 3
4
5 6