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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.13%
33,972
-385
102
$2.19M 0.13%
15,548
+280
103
$2.18M 0.13%
52,560
+6,760
104
$2.18M 0.13%
13,605
+924
105
$2.15M 0.13%
70,051
+2,326
106
$2.15M 0.12%
87,582
+4,158
107
$2.14M 0.12%
92,163
-236,310
108
$2.13M 0.12%
84,021
+3,568
109
$2.12M 0.12%
44,498
-10,440
110
$2.11M 0.12%
59,765
+15,548
111
$2.11M 0.12%
82,015
+3,590
112
$2.08M 0.12%
17,612
+6,406
113
$2.05M 0.12%
22,372
+4,097
114
$2.04M 0.12%
43,568
+6,358
115
$2.04M 0.12%
49,149
+17,624
116
$2.01M 0.12%
15,302
-2,272
117
$2.01M 0.12%
24,947
+12,633
118
$1.98M 0.12%
60,224
-1,708
119
$1.96M 0.11%
21,235
+2,403
120
$1.96M 0.11%
27,715
+2,542
121
$1.92M 0.11%
16,720
-2,933
122
$1.92M 0.11%
16,985
-96
123
$1.9M 0.11%
9,205
-667
124
$1.89M 0.11%
66,548
-1,868
125
$1.87M 0.11%
12,157
+272
3 4
5
6 7