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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.53M 0.28%
59,385
-6,982
77
$2.53M 0.28%
66,326
+921
78
$2.47M 0.27%
3,967
-894
79
$2.45M 0.27%
8,435
-1,228
80
$2.41M 0.26%
26,448
-346
81
$2.37M 0.26%
12,564
-1,113
82
$2.29M 0.25%
28,959
-3,698
83
$2.28M 0.25%
17,924
-2,210
84
$2.27M 0.25%
50,299
-5,799
85
$2.26M 0.25%
19,552
+271
86
$2.2M 0.24%
16,067
-1,881
87
$2.17M 0.24%
18,364
+14,970
88
$2.17M 0.24%
6,019
-921
89
$2.15M 0.23%
41,706
-5,566
90
$2.15M 0.23%
6,513
-1,451
91
$2.15M 0.23%
37,820
-214
92
$2.12M 0.23%
20,889
-55,608
93
$2.1M 0.23%
129,951
-18,490
94
$2.1M 0.23%
18,430
-2,909
95
$2.09M 0.23%
13,988
-247
96
$2.03M 0.22%
58,568
-6,416
97
$2.01M 0.22%
84,745
-54,888
98
$2M 0.22%
36,372
-6,228
99
$2M 0.22%
36,305
-3,779
100
$1.99M 0.22%
75,863
-5,123
2 3
4
5 6