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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
$1.96B
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
1051
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-6,718
1052
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-5,624
1053
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-3,228
1054
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-14,942
1055
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-5,309
1056
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-8,768
1057
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-37,777
1058
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-2,410
1059
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-6,378
1060
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-14,657
1061
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-37,925
1062
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-63,427
1063
– –
-15,108
1064
– –
-5,752
1065
– –
-7,579
1066
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-10,789
1067
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-36,260
1068
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-24,259
1069
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-2,359
1070
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-23,803
1071
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1072
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1073
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-200
1074
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-2,442
1075
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-122,996
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