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
$1.96B
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
1026
$36K ﹤0.01%
889
+4
1027
$34K ﹤0.01%
72,267
-611
1028
$18K ﹤0.01%
21,929
+2,965
1029
– –
-36,260
1030
– –
-24,259
1031
– –
-2,359
1032
– –
-23,803
1033
– –
-3,371
1034
– –
-37,777
1035
– –
-122,996
1036
– –
-11,749
1037
– –
-21,021
1038
– –
-11,742
1039
– –
-10,480
1040
– –
-19,818
1041
– –
-7,919
1042
– –
-22,413
1043
– –
-6,718
1044
– –
-5,624
1045
– –
-3,228
1046
– –
-14,942
1047
– –
-5,309
1048
– –
-6,147
1049
– –
-3,883
1050
– –
-3,594
40 41
42
43 44