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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.3%
13,184
-369
77
$2.7M 0.3%
11,292
-699
78
$2.69M 0.3%
17,022
+6,839
79
$2.67M 0.3%
87,582
+16,485
80
$2.66M 0.3%
53,797
+302
81
$2.64M 0.3%
77,325
-3,855
82
$2.61M 0.29%
5,374
-555
83
$2.57M 0.29%
6,821
-356
84
$2.55M 0.29%
14,443
-30
85
$2.53M 0.29%
37,332
+5,554
86
$2.53M 0.28%
8,200
-659
87
$2.52M 0.28%
52,810
-2,527
88
$2.5M 0.28%
56,150
-1,675
89
$2.42M 0.27%
48,258
-11,540
90
$2.38M 0.27%
1,182
-67
91
$2.36M 0.27%
26,109
-603
92
$2.28M 0.26%
50,801
-97
93
$2.24M 0.25%
30,769
-4,321
94
$2.22M 0.25%
6,918
-49
95
$2.21M 0.25%
24,506
+8,578
96
$2.19M 0.25%
15,547
-3,777
97
$2.18M 0.25%
22,133
-6,592
98
$2.17M 0.24%
9,481
-236
99
$2.15M 0.24%
25,636
-533
100
$2.14M 0.24%
19,325
-1,294
2 3
4
5 6