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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.02M 0.24%
23,514
-4,690
77
$2.97M 0.24%
31,409
-4,957
78
$2.96M 0.24%
27,600
-4,774
79
$2.96M 0.24%
4,233
-502
80
$2.91M 0.23%
113,231
+2,555
81
$2.72M 0.22%
117,304
+83,924
82
$2.71M 0.22%
94,969
-1,712
83
$2.68M 0.22%
21,299
+3,218
84
$2.67M 0.21%
95,541
-29,425
85
$2.66M 0.21%
36,776
-6,262
86
$2.58M 0.21%
54,232
-3,888
87
$2.51M 0.2%
24,880
-3,780
88
$2.5M 0.2%
4,307
-412
89
$2.48M 0.2%
5,023
+89
90
$2.48M 0.2%
14,236
-1,240
91
$2.45M 0.2%
19,533
-1,995
92
$2.4M 0.19%
58,657
-859
93
$2.38M 0.19%
18,065
-2,148
94
$2.38M 0.19%
10,544
-10,147
95
$2.37M 0.19%
4,693
-53
96
$2.33M 0.19%
24,676
-1,486
97
$2.32M 0.19%
94,546
-15,938
98
$2.31M 0.19%
62,801
-584
99
$2.27M 0.18%
81,119
-2,799
100
$2.26M 0.18%
44,559
-14,341
2 3
4
5 6