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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.26M 0.18%
6,304
-740
102
$2.23M 0.18%
9,795
-417
103
$2.22M 0.18%
10,757
-1,946
104
$2.22M 0.18%
54,433
-5,372
105
$2.18M 0.17%
16,028
-4,322
106
$2.15M 0.17%
7,567
+223
107
$2.15M 0.17%
25,879
-1,481
108
$2.14M 0.17%
9,502
+553
109
$2.12M 0.17%
26,959
+1,301
110
$2.11M 0.17%
27,532
+17,472
111
$2.09M 0.17%
2,859
-110
112
$2.09M 0.17%
80,708
-19,399
113
$2.07M 0.17%
23,808
-2,664
114
$2.06M 0.17%
3,679
-385
115
$2.05M 0.16%
21,771
-950
116
$2.04M 0.16%
4,244
+2,837
117
$2.04M 0.16%
35,180
+3,370
118
$2.02M 0.16%
11,950
+1,257
119
$2.01M 0.16%
12,715
-720
120
$2.01M 0.16%
70,811
-10,811
121
$1.97M 0.16%
22,621
+856
122
$1.95M 0.16%
39,049
-2,038
123
$1.94M 0.16%
12,281
-377
124
$1.94M 0.16%
22,187
-1,690
125
$1.92M 0.15%
38,559
-11,110
3 4
5
6 7