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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
1101
– –
-10,408
1102
– –
-10,492
1103
– –
-11,552
1104
– –
-49,502
1105
– –
-10,023
1106
– –
-4,557
1107
– –
-10,312
1108
– –
-46,248
1109
– –
-3,616
1110
– –
-10,416
1111
– –
-5,226
1112
– –
-215,540
1113
– –
-11,437
1114
– –
-12,450
1115
– –
-10,960
1116
– –
-10,108
1117
– –
-10,232
1118
– –
-12,429
1119
– –
-11,795
1120
– –
-3,070
1121
– –
-10,550
1122
– –
-24,420
1123
– –
-5,633
1124
– –
-6,860
1125
– –
-5,617
43 44
45
46 47