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
– –
-5,384
1102
– –
-10,311
1103
– –
-6,582
1104
– –
-3,661
1105
– –
-54,621
1106
– –
-13,958
1107
– –
-5,897
1108
– –
-3,204
1109
– –
-5,374
1110
– –
-5,480
1111
– –
-4,011
1112
– –
-4,035
1113
– –
-6,282
1114
– –
-14,665
1115
– –
-3,359
1116
– –
-15,887
1117
– –
-6,813
1118
– –
-5,745
1119
– –
-12,778
1120
– –
-5,624
1121
– –
-10,182
1122
– –
-143
1123
– –
-2,270
1124
– –
-5,752
1125
– –
-7,579
43 44
45
46 47