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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
1126
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-21,619
1127
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-5,339
1128
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-5,689
1129
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-13,224
1130
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-11,088
1131
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-5,137
1132
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-20,167
1133
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-21,199
1134
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-12,999
1135
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-1,407
1136
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-2,139
1137
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-3,636
1138
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-40,011
1139
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-16,173
1140
– –
-75,076
1141
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-2,875
1142
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-14,967
1143
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1144
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1145
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-1,749
1146
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1147
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-23,773
1148
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-1,283
1149
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-12,614
1150
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