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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.51M 0.19%
37,660
-10,640
127
$2.51M 0.19%
95,066
+3,136
128
$2.5M 0.19%
95,931
+3,152
129
$2.49M 0.19%
92,314
+3,110
130
$2.49M 0.19%
98,007
+3,227
131
$2.48M 0.19%
100,238
+3,232
132
$2.48M 0.18%
17,866
-98,260
133
$2.45M 0.18%
46,196
+13,547
134
$2.43M 0.18%
28,468
-1,174
135
$2.42M 0.18%
9,905
+133
136
$2.42M 0.18%
6,989
+35
137
$2.38M 0.18%
7,328
-1,145
138
$2.37M 0.18%
231,381
+72,010
139
$2.37M 0.18%
154,562
-3,546
140
$2.37M 0.18%
30,517
-1,223
141
$2.36M 0.18%
57,179
-7,259
142
$2.33M 0.17%
26,296
-1,500
143
$2.33M 0.17%
10,779
-696
144
$2.32M 0.17%
111,729
-2,748
145
$2.28M 0.17%
15,961
+972
146
$2.28M 0.17%
14,637
+83
147
$2.27M 0.17%
34,900
-290
148
$2.22M 0.17%
17,545
-5,784
149
$2.17M 0.16%
9,880
+473
150
$2.15M 0.16%
93,886
+7,385
4 5
6
7 8