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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.34M 0.25%
51,944
+42,158
102
$3.34M 0.24%
120,164
+1,229
103
$3.33M 0.24%
40,418
+6,001
104
$3.29M 0.24%
14,395
-189
105
$3.25M 0.24%
68,711
+3,262
106
$3.19M 0.23%
12,585
-409
107
$3.18M 0.23%
50,160
-683
108
$3.18M 0.23%
12,283
-2,172
109
$3.1M 0.23%
43,095
+365
110
$3.07M 0.22%
3,856
+429
111
$3.06M 0.22%
106,883
+2,044
112
$3.05M 0.22%
+105,532
113
$3.04M 0.22%
58,176
+47,718
114
$3.01M 0.22%
188,892
+12,031
115
$2.99M 0.22%
11,749
-482
116
$2.98M 0.22%
5,246
+34
117
$2.9M 0.21%
27,428
+784
118
$2.86M 0.21%
5,701
-276
119
$2.86M 0.21%
47,234
-3,241
120
$2.85M 0.21%
30,116
-1,792
121
$2.84M 0.21%
34,353
-1,074
122
$2.83M 0.21%
52,186
-1,378
123
$2.82M 0.21%
24,645
-678
124
$2.81M 0.21%
149,204
+5,000
125
$2.79M 0.2%
17,744
+474
3 4
5
6 7