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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.89M 0.17%
34,484
+2,545
127
$1.87M 0.17%
11,348
-1,312
128
$1.86M 0.16%
4,828
+43
129
$1.86M 0.16%
4,861
+80
130
$1.82M 0.16%
29,442
+9,362
131
$1.75M 0.15%
27,711
-2,616
132
$1.75M 0.15%
7,371
+1,445
133
$1.74M 0.15%
48,166
+7,526
134
$1.71M 0.15%
9,277
-702
135
$1.67M 0.15%
131,486
+52,294
136
$1.66M 0.15%
32,789
-7,303
137
$1.64M 0.15%
137,874
-24,186
138
$1.58M 0.14%
18,308
+557
139
$1.57M 0.14%
24,503
-2,830
140
$1.55M 0.14%
+66,472
141
$1.55M 0.14%
32,959
-3,470
142
$1.54M 0.14%
11,265
+60
143
$1.52M 0.13%
51,761
+9,979
144
$1.52M 0.13%
8,293
-732
145
$1.52M 0.13%
52,147
+4,392
146
$1.52M 0.13%
15,970
-512
147
$1.51M 0.13%
25,203
-4,423
148
$1.49M 0.13%
4,222
+620
149
$1.49M 0.13%
9,028
+204
150
$1.49M 0.13%
24,746
-876
4 5
6
7 8