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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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$16.8M
3
+$14.9M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.79M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.48M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.91%
3 Industrials 4.33%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-4,406
1027
– –
-50,705
1028
– –
-10,270
1029
– –
-2,816
1030
– –
-9,161
1031
– –
-90,794
1032
– –
-23,355
1033
– –
-4,272
1034
– –
-589
1035
– –
-18,600
1036
– –
-15,102
1037
– –
-10,492
1038
– –
-4,468
1039
– –
-9,068
1040
– –
-10,495
1041
– –
-6,208
1042
– –
-3,314
1043
– –
-2,303
1044
– –
-3,563
1045
– –
-12,219
1046
– –
-4,637
1047
$0 ﹤0.01%
10,942
-296
1048
– –
-10,165
1049
– –
-4,982
1050
– –
-3,340
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