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
1076
– –
-11,795
1077
– –
-3,070
1078
– –
-10,550
1079
– –
-24,420
1080
– –
-5,633
1081
– –
-6,860
1082
– –
-5,617
1083
– –
-21,619
1084
– –
-5,339
1085
– –
-5,689
1086
– –
-13,224
1087
– –
-21,199
1088
– –
-12,999
1089
– –
-1,407
1090
– –
-2,139
1091
– –
-3,636
1092
– –
-40,011
1093
– –
-1,749
1094
– –
-25,974
1095
– –
-23,773
1096
– –
-1,283
1097
– –
-15,108
1098
– –
-12,614
1099
– –
-14,133
1100
– –
-4,721
42 43
44
45 46