FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
1076
– –
-442,428
1077
– –
-3,901
1078
– –
-7,529
1079
– –
-10,920
1080
– –
-1,650
1081
– –
-11,749
1082
– –
-21,021
1083
– –
-11,742
1084
– –
-10,480
1085
– –
-19,818
1086
– –
-31,731
1087
– –
-12,431
1088
– –
-7,919
1089
– –
-22,413
1090
– –
-6,718
1091
– –
-5,624
1092
– –
-3,228
1093
– –
-14,942
1094
– –
-5,309
1095
– –
-6,147
1096
– –
-3,883
1097
– –
-3,594
1098
– –
-24,118
1099
– –
-2,410
1100
– –
-6,378
42 43
44
45 46