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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.24%
44,593
-50,887
102
$2.11M 0.24%
38,252
+2,709
103
$2.1M 0.24%
25,166
-828
104
$2.08M 0.23%
68,149
-7,024
105
$2.07M 0.23%
9,589
+477
106
$2.07M 0.23%
24,078
+1,599
107
$2.06M 0.23%
18,720
-4,008
108
$2.06M 0.23%
27,592
-15,743
109
$2.01M 0.23%
32,451
-2,336
110
$2.01M 0.23%
12,161
-505
111
$1.99M 0.22%
24,434
-3,172
112
$1.96M 0.22%
33,686
+310
113
$1.95M 0.22%
12,496
-552
114
$1.95M 0.22%
55,615
-5,430
115
$1.93M 0.22%
25,965
-859
116
$1.92M 0.22%
165,382
-17,403
117
$1.92M 0.22%
24,662
+3,256
118
$1.91M 0.21%
13,110
-991
119
$1.86M 0.21%
8,446
+5,686
120
$1.85M 0.21%
62,442
-3,380
121
$1.84M 0.21%
55,188
-4,235
122
$1.82M 0.21%
23,614
-1,156
123
$1.8M 0.2%
51,810
-4,307
124
$1.79M 0.2%
9,984
-588
125
$1.78M 0.2%
68,902
+27,318
3 4
5
6 7