FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.67M
3
+$8.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$6.67M
5
HMY icon
Harmony Gold Mining
HMY
+$5.77M

Top Sells

1
+$42.4M
2
+$15.4M
3
+$13.7M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.36%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$172K 0.01%
15,188
-4,638
977
$165K 0.01%
+10,952
978
$165K 0.01%
+11,098
979
$165K 0.01%
27,600
+6,466
980
$165K 0.01%
+10,004
981
$165K 0.01%
19,759
+5,356
982
$164K 0.01%
3,239
+739
983
$164K 0.01%
+11,465
984
$164K 0.01%
6,874
+1,746
985
$163K 0.01%
6,076
+1,573
986
$162K 0.01%
15,250
-5,877
987
$161K 0.01%
+10,497
988
$161K 0.01%
2,682
+712
989
$160K 0.01%
12,843
+1,185
990
$158K 0.01%
20,843
+4,383
991
$158K 0.01%
+17,572
992
$154K 0.01%
13,810
+198
993
$152K 0.01%
11,564
+8
994
$151K 0.01%
24,016
-5,149
995
$148K 0.01%
15,783
-218
996
$147K 0.01%
15,091
-155
997
$142K 0.01%
+23,643
998
$135K 0.01%
21,114
+515
999
$130K 0.01%
11,861
-841
1000
$130K 0.01%
31,257
+4,703
38 39
40
41 42