FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
– –
-3,616
1030
– –
-10,416
1031
– –
-5,226
1032
– –
-11,437
1033
– –
-12,450
1034
– –
-10,960
1035
– –
-23,537
1036
– –
-8,952
1037
– –
-10,232
1038
– –
-1,093
1039
– –
-2,326
1040
– –
-20,636
1041
– –
-11,088
1042
– –
-8,768
1043
– –
-5,137
1044
– –
-20,167
1045
– –
-22,003
1046
– –
-16,173
1047
– –
-75,076
1048
– –
-2,875
1049
– –
-14,967
1050
– –
-16,739
40 41
42
43 44