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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.11%
71,724
-6,288
127
$1.48M 0.11%
59,228
-743,844
128
$1.48M 0.11%
44,836
+35,534
129
$1.47M 0.11%
16,939
+9,854
130
$1.45M 0.11%
52,113
+14,520
131
$1.45M 0.11%
26,967
-131,332
132
$1.44M 0.11%
33,124
+27,847
133
$1.43M 0.11%
15,491
+3,011
134
$1.43M 0.11%
17,758
+12,202
135
$1.41M 0.11%
102,832
+97,834
136
$1.41M 0.11%
13,481
-21,035
137
$1.41M 0.11%
189,226
+179,875
138
$1.4M 0.11%
96,310
+2,150
139
$1.39M 0.11%
52,743
+24,069
140
$1.38M 0.1%
240,674
+237,012
141
$1.37M 0.1%
67,691
+51,538
142
$1.37M 0.1%
213,350
+212,930
143
$1.37M 0.1%
13,107
-1,128
144
$1.36M 0.1%
14,505
-6,527
145
$1.35M 0.1%
52,381
-63,924
146
$1.35M 0.1%
35,199
-7,869
147
$1.34M 0.1%
72,750
-725,652
148
$1.34M 0.1%
39,680
-185,080
149
$1.34M 0.1%
14,406
-23,152
150
$1.33M 0.1%
35,160
-642,280
4 5
6
7 8