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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.54M 0.22%
7,503
+219
102
$2.51M 0.22%
8,493
+1,316
103
$2.48M 0.22%
37,554
-473
104
$2.48M 0.22%
64,984
-35,978
105
$2.46M 0.22%
47,272
-928
106
$2.34M 0.21%
26,794
+4,590
107
$2.33M 0.21%
33,414
-949
108
$2.32M 0.21%
9,663
+281
109
$2.31M 0.2%
40,239
-149
110
$2.3M 0.2%
30,220
-4,258
111
$2.29M 0.2%
16,864
+131
112
$2.29M 0.2%
42,600
-8,211
113
$2.27M 0.2%
47,327
+6,989
114
$2.27M 0.2%
5,164
+346
115
$2.23M 0.2%
80,986
+475
116
$2.22M 0.2%
7,964
-688
117
$2.15M 0.19%
6,099
-344
118
$2.15M 0.19%
3,866
-421
119
$2.14M 0.19%
38,034
+7,110
120
$2.01M 0.18%
23,117
+3,613
121
$2.01M 0.18%
104,474
+16,095
122
$2M 0.18%
32,657
+1,345
123
$1.99M 0.18%
6,940
+552
124
$1.95M 0.17%
655,652
-36,637
125
$1.9M 0.17%
65,373
+9,960
3 4
5
6 7