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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.85M 0.11%
13,045
-83
127
$1.84M 0.11%
36,903
-26
128
$1.82M 0.11%
13,720
-401
129
$1.81M 0.11%
74,989
+1,108
130
$1.8M 0.1%
8,740
+88
131
$1.8M 0.1%
149,090
+12,520
132
$1.79M 0.1%
40,136
-12,637
133
$1.79M 0.1%
70,918
+374
134
$1.76M 0.1%
137,306
-18,396
135
$1.74M 0.1%
15,314
+1,580
136
$1.71M 0.1%
36,201
+3,341
137
$1.71M 0.1%
31,596
+2,478
138
$1.7M 0.1%
16,601
+7,185
139
$1.69M 0.1%
131,720
-2,380
140
$1.69M 0.1%
83,025
+15,545
141
$1.69M 0.1%
38,063
+5,980
142
$1.69M 0.1%
7,059
+1,762
143
$1.66M 0.1%
17,980
+1,803
144
$1.66M 0.1%
51,086
+5,133
145
$1.66M 0.1%
6,052
+1,419
146
$1.65M 0.1%
32,049
+3,879
147
$1.65M 0.1%
9,765
+1,960
148
$1.64M 0.1%
44,050
+7,369
149
$1.64M 0.1%
24,758
-1,866
150
$1.64M 0.1%
26,081
-3,518
4 5
6
7 8