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
101
$2.93M 0.15%
49,864
-1,975
102
$2.88M 0.15%
190,490
+1,070
103
$2.83M 0.14%
65,325
+342
104
$2.8M 0.14%
27,534
+10,825
105
$2.76M 0.14%
26,595
-5,863
106
$2.71M 0.14%
51,702
+37,695
107
$2.7M 0.14%
14,708
-419
108
$2.69M 0.14%
7,563
+498
109
$2.67M 0.14%
50,611
+10,776
110
$2.66M 0.14%
49,610
-368
111
$2.65M 0.14%
51,320
+320
112
$2.63M 0.13%
24,978
+576
113
$2.63M 0.13%
18,932
+3,780
114
$2.63M 0.13%
+156,348
115
$2.62M 0.13%
67,981
+4,914
116
$2.61M 0.13%
140,924
-78,644
117
$2.6M 0.13%
49,775
-11,032
118
$2.6M 0.13%
51,001
+20,674
119
$2.58M 0.13%
27,252
-4,048
120
$2.57M 0.13%
68,396
-18,805
121
$2.56M 0.13%
31,627
+528
122
$2.54M 0.13%
69,880
+18,402
123
$2.54M 0.13%
101,047
+4,225
124
$2.54M 0.13%
57,984
+1,319
125
$2.53M 0.13%
103,894
+4,493
3 4
5
6 7