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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.71M 0.28%
52,362
-2,248
77
$3.7M 0.28%
17,913
-153
78
$3.68M 0.27%
65,540
+2,523
79
$3.68M 0.27%
17,877
-5,045
80
$3.65M 0.27%
121,595
+30,036
81
$3.64M 0.27%
75,001
-4,744
82
$3.61M 0.27%
70,018
+3,950
83
$3.6M 0.27%
120,187
-1,757
84
$3.57M 0.27%
98,031
-28,452
85
$3.55M 0.26%
15,663
-5,031
86
$3.49M 0.26%
101,899
+69,268
87
$3.46M 0.26%
21,346
-1,663
88
$3.45M 0.26%
156,212
-2,296
89
$3.41M 0.25%
116,836
-2,849
90
$3.4M 0.25%
68,434
-2,538
91
$3.39M 0.25%
13,052
+182
92
$3.35M 0.25%
72,275
-1,202
93
$3.3M 0.25%
58,989
+8,421
94
$3.3M 0.25%
19,953
-3,331
95
$3.29M 0.25%
13,511
-67
96
$3.22M 0.24%
22,623
-245
97
$3.17M 0.24%
3,624
+21
98
$3.16M 0.24%
16,299
-34
99
$3.11M 0.23%
1,423
-3
100
$3.11M 0.23%
247,451
-47,215
2 3
4
5 6