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
1026
$36K ﹤0.01%
889
+4
1027
$34K ﹤0.01%
72,267
-611
1028
$18K ﹤0.01%
21,929
+2,965
1029
– –
-4,035
1030
– –
-6,282
1031
– –
-14,665
1032
– –
-12,778
1033
– –
-5,624
1034
– –
-10,182
1035
– –
-143
1036
– –
-2,270
1037
– –
-5,752
1038
– –
-7,579
1039
– –
-13,325
1040
– –
-10,656
1041
– –
-4,491
1042
– –
-26,373
1043
– –
-12,101
1044
– –
-16,527
1045
– –
-44,769
1046
– –
-38,713
1047
– –
-77,482
1048
– –
-9,652
1049
– –
-20,316
1050
– –
-13,119
40 41
42
43 44