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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.91M 0.22%
8,686
+1,358
102
$2.9M 0.22%
49,377
-734
103
$2.88M 0.22%
35,427
-4,635
104
$2.88M 0.22%
176,861
+7,992
105
$2.86M 0.22%
19,134
+17,377
106
$2.83M 0.22%
13,333
-178
107
$2.81M 0.21%
26,644
+2,696
108
$2.77M 0.21%
53,564
-6,691
109
$2.77M 0.21%
50,843
+4,647
110
$2.76M 0.21%
25,323
+12,011
111
$2.73M 0.21%
144,204
+1,449
112
$2.73M 0.21%
23,938
+3,278
113
$2.71M 0.21%
31,665
+28,427
114
$2.7M 0.21%
53,934
-17,003
115
$2.69M 0.21%
33,574
+20,908
116
$2.68M 0.2%
23,942
+2,596
117
$2.68M 0.2%
12,022
-257
118
$2.66M 0.2%
12,994
+422
119
$2.66M 0.2%
104,839
-24,792
120
$2.62M 0.2%
+26,770
121
$2.6M 0.2%
+11,027
122
$2.6M 0.2%
5,240
+2,820
123
$2.58M 0.2%
16,417
-419
124
$2.58M 0.2%
98,003
+2,937
125
$2.57M 0.2%
98,853
+2,922
3 4
5
6 7