FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
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
1101
– –
-6,801
1102
– –
-4,438
1103
– –
-11,389
1104
– –
-38,170
1105
– –
-7,116
1106
– –
-6,731
1107
– –
-57,730
1108
– –
-63,427
1109
– –
-10,408
1110
– –
-10,492
1111
– –
-11,552
1112
– –
-49,502
1113
– –
-10,023
1114
– –
-4,557
1115
– –
-10,312
1116
– –
-46,248
1117
– –
-3,616
1118
– –
-10,416
1119
– –
-5,226
1120
– –
-215,540
1121
– –
-11,437
1122
– –
-12,450
1123
– –
-10,960
1124
– –
-10,108
1125
– –
-23,537
43 44
45
46 47