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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.13%
33,841
+28,304
102
$1.69M 0.13%
37,698
-152,118
103
$1.67M 0.13%
17,054
+7,606
104
$1.67M 0.13%
5,437
-1,391
105
$1.65M 0.13%
11,751
-9,850
106
$1.65M 0.12%
12,458
-63,918
107
$1.64M 0.12%
+42,160
108
$1.64M 0.12%
18,763
+6,709
109
$1.62M 0.12%
32,602
+18,748
110
$1.59M 0.12%
94,582
+89,900
111
$1.59M 0.12%
11,215
-7,379
112
$1.59M 0.12%
8,905
-10,545
113
$1.59M 0.12%
77,578
+74,903
114
$1.58M 0.12%
15,244
+9,858
115
$1.56M 0.12%
14,264
+3,748
116
$1.56M 0.12%
13,969
+11,433
117
$1.55M 0.12%
53,520
-1,108
118
$1.54M 0.12%
34,769
-23,028
119
$1.54M 0.12%
36,853
+25,343
120
$1.53M 0.12%
42,012
+29,813
121
$1.53M 0.12%
18,992
+12,946
122
$1.52M 0.12%
23,428
+9,427
123
$1.51M 0.11%
4,627
+3,954
124
$1.51M 0.11%
58,204
+30,046
125
$1.5M 0.11%
32,525
-14,244
3 4
5
6 7