We are live on ! Find out more
FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.02M
3
+$6.45M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$3.83M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$3.39M

Top Sells

1
+$22.1M
2
+$11.6M
3
+$7.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.67M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.54M

Sector Composition

1 Technology 12.69%
2 Healthcare 8.44%
3 Financials 7.57%
4 Industrials 5.62%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-2,749
977
– –
-7,207
978
– –
-4,838
979
– –
-5,103
980
– –
-335,177
981
– –
-16,380
982
– –
-26,239
983
– –
-28,073
984
– –
-4,973
985
– –
-4,074
986
– –
-233,318
987
– –
-92,671
988
– –
-29,861
989
– –
-22,826
990
– –
-2,386
991
– –
-104,552
992
– –
-6,977
993
– –
-7,914
36 37 38 39
40