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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.51M 0.13%
102,983
+4,564
127
$2.49M 0.13%
78,278
-1,593
128
$2.48M 0.13%
16,125
-1,643
129
$2.42M 0.12%
13,399
+194
130
$2.42M 0.12%
61,799
+853
131
$2.42M 0.12%
15,785
+1,072
132
$2.41M 0.12%
11,692
-626
133
$2.38M 0.12%
14,586
-2,883
134
$2.36M 0.12%
61,944
+3,923
135
$2.35M 0.12%
87,203
-3,737
136
$2.34M 0.12%
49,269
+27,929
137
$2.31M 0.12%
125,498
+1,709
138
$2.29M 0.12%
58,394
-5,880
139
$2.28M 0.12%
1,097
-32
140
$2.28M 0.12%
+194,740
141
$2.28M 0.12%
60,304
+208
142
$2.27M 0.12%
14,097
-971
143
$2.26M 0.12%
18,906
-683
144
$2.26M 0.12%
18,595
+831
145
$2.26M 0.12%
31,657
-1,361
146
$2.25M 0.12%
45,826
+4,651
147
$2.24M 0.11%
44,534
+10,689
148
$2.23M 0.11%
48,478
+1,979
149
$2.2M 0.11%
20,006
-1,120
150
$2.19M 0.11%
23,717
-1,272
4 5
6
7 8