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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$128K 0.01%
11,044
-137
1002
$121K 0.01%
14,000
-566
1003
$116K 0.01%
15,988
-1,954
1004
$112K 0.01%
16,853
-3,737
1005
$108K 0.01%
3,301
+532
1006
$106K 0.01%
80,977
+1,693
1007
$105K 0.01%
6,708
+778
1008
$101K 0.01%
17,295
-58
1009
$94K ﹤0.01%
17,266
-142
1010
$94K ﹤0.01%
3,411
+12
1011
$92K ﹤0.01%
11,644
-4,525
1012
$92K ﹤0.01%
3,414
-58
1013
$90K ﹤0.01%
12,298
+1,441
1014
$86K ﹤0.01%
33,375
+320
1015
$75K ﹤0.01%
20,213
-10,745
1016
$75K ﹤0.01%
+13,407
1017
$71K ﹤0.01%
1,548
+9
1018
$69K ﹤0.01%
283
-5
1019
$63K ﹤0.01%
3,234
+710
1020
$61K ﹤0.01%
16,135
+127
1021
$59K ﹤0.01%
12,342
+848
1022
$58K ﹤0.01%
3,195
+4
1023
– –
0
1024
$48K ﹤0.01%
42,597
-1,268
1025
$41K ﹤0.01%
11,796
+196
39 40
41
42 43