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
$918M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$11.6M
3
+$6.25M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.83M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$5.01M

Top Sells

1
+$99.8M
2
+$16.6M
3
+$12.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.4M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$7.8M

Sector Composition

1 Technology 11.06%
2 Healthcare 8.9%
3 Financials 4.95%
4 Consumer Discretionary 4.63%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.16%
23,044
-4,667
127
$1.43M 0.16%
10,287
-2,180
128
$1.41M 0.15%
6,923
-1,570
129
$1.39M 0.15%
8,481
-198
130
$1.39M 0.15%
42,810
+720
131
$1.35M 0.15%
+4,361
132
$1.33M 0.14%
13,510
-2,378
133
$1.32M 0.14%
12,636
+558
134
$1.31M 0.14%
51,343
-8,559
135
$1.31M 0.14%
42,589
-2,145
136
$1.29M 0.14%
8,251
-338
137
$1.28M 0.14%
41,340
-6,826
138
$1.28M 0.14%
3,304
-918
139
$1.27M 0.14%
14,185
+11,249
140
$1.26M 0.14%
120,088
-17,786
141
$1.26M 0.14%
11,202
-2,451
142
$1.25M 0.14%
3,987
-427
143
$1.25M 0.14%
16,942
+6
144
$1.23M 0.13%
21,264
-2,922
145
$1.21M 0.13%
46,329
-5,432
146
$1.17M 0.13%
+4,565
147
$1.15M 0.13%
13,524
+5,232
148
$1.14M 0.12%
52,402
+20,481
149
$1.14M 0.12%
28,539
-5,154
150
$1.12M 0.12%
65,766
-9,123
4 5
6
7 8