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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.22%
23,812
-6,408
102
$1.97M 0.21%
32,908
-4,646
103
$1.95M 0.21%
41,854
-5,476
104
$1.94M 0.21%
34,208
-5,607
105
$1.93M 0.21%
3,549
-317
106
$1.93M 0.21%
39,240
-11,796
107
$1.92M 0.21%
41,129
-6,198
108
$1.85M 0.2%
15,031
-3,277
109
$1.84M 0.2%
34,277
-5,962
110
$1.82M 0.2%
32,994
-1,490
111
$1.8M 0.2%
29,816
+374
112
$1.71M 0.19%
6,372
-1,131
113
$1.68M 0.18%
32,948
-10,987
114
$1.64M 0.18%
94,586
-9,888
115
$1.6M 0.17%
6,401
-970
116
$1.6M 0.17%
70,143
+4,770
117
$1.6M 0.17%
20,536
-2,581
118
$1.58M 0.17%
4,320
-844
119
$1.56M 0.17%
+12,718
120
$1.54M 0.17%
3,964
-864
121
$1.53M 0.17%
7,893
-1,135
122
$1.52M 0.17%
27,587
+2,384
123
$1.51M 0.16%
44,830
+36,270
124
$1.5M 0.16%
26,354
-7,060
125
$1.48M 0.16%
+13,245
3 4
5
6 7