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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.85M 0.28%
130,031
+18,954
77
$3.79M 0.28%
5,763
-825
78
$3.74M 0.27%
92,671
-88,542
79
$3.73M 0.27%
2,770
-346
80
$3.73M 0.27%
21,534
+707
81
$3.7M 0.27%
20,211
+4,153
82
$3.64M 0.27%
119,009
+104,917
83
$3.62M 0.27%
23,399
+401
84
$3.62M 0.27%
20,449
-185
85
$3.61M 0.26%
112,570
+90,540
86
$3.59M 0.26%
64,530
-1,196
87
$3.56M 0.26%
118,893
+261
88
$3.54M 0.26%
73,068
-4,181
89
$3.49M 0.26%
8,119
-567
90
$3.49M 0.26%
58,383
+4,931
91
$3.48M 0.26%
21,302
+75
92
$3.48M 0.26%
100,534
+7,342
93
$3.44M 0.25%
120,164
-2,611
94
$3.4M 0.25%
50,261
+884
95
$3.39M 0.25%
12,689
-337
96
$3.38M 0.25%
+188,928
97
$3.36M 0.25%
20,556
-49
98
$3.36M 0.25%
1,402
-206
99
$3.36M 0.25%
157,031
-2,452
100
$3.35M 0.25%
51,210
+17,465
2 3
4
5 6