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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.1M 0.23%
68,469
+525
102
$3.09M 0.23%
20,547
+801
103
$3.05M 0.23%
262,662
-28,045
104
$2.99M 0.22%
+64,212
105
$2.94M 0.22%
60,643
+1,013
106
$2.93M 0.22%
60,255
+12,130
107
$2.92M 0.22%
50,111
+3,521
108
$2.92M 0.22%
168,869
+17,042
109
$2.9M 0.22%
4,590
-585
110
$2.87M 0.21%
12,279
+133
111
$2.86M 0.21%
12,572
-1,067
112
$2.82M 0.21%
20,880
+1,471
113
$2.79M 0.21%
15,961
+3,599
114
$2.77M 0.21%
40,062
+6,462
115
$2.77M 0.21%
54,434
-10,720
116
$2.76M 0.21%
32,160
-2,232
117
$2.75M 0.21%
142,755
+225
118
$2.74M 0.2%
57,470
-1,805
119
$2.74M 0.2%
129,631
+6,929
120
$2.71M 0.2%
16,836
+1,380
121
$2.71M 0.2%
+32,243
122
$2.68M 0.2%
+68,856
123
$2.61M 0.19%
6,281
-52
124
$2.55M 0.19%
23,948
-16,438
125
$2.55M 0.19%
36,468
-224
3 4
5
6 7