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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.56M 0.2%
100,976
+2,969
127
$2.55M 0.2%
3,427
+852
128
$2.55M 0.2%
95,122
+2,808
129
$2.55M 0.19%
103,089
+2,851
130
$2.5M 0.19%
38,883
+1,223
131
$2.5M 0.19%
29,066
+598
132
$2.5M 0.19%
42,730
-14,740
133
$2.49M 0.19%
6,897
-92
134
$2.45M 0.19%
48,557
-21,461
135
$2.43M 0.19%
29,666
-2,494
136
$2.42M 0.18%
10,972
+193
137
$2.42M 0.18%
22,256
+5,714
138
$2.4M 0.18%
5,944
+2,956
139
$2.39M 0.18%
159,134
+4,572
140
$2.38M 0.18%
28,950
+4,583
141
$2.38M 0.18%
268,999
+37,618
142
$2.38M 0.18%
114,820
+3,091
143
$2.37M 0.18%
17,469
+4,979
144
$2.36M 0.18%
33,532
-2,936
145
$2.34M 0.18%
5,212
+165
146
$2.33M 0.18%
5,977
+1,284
147
$2.31M 0.18%
11,791
+6,775
148
$2.3M 0.18%
66,316
+35,572
149
$2.29M 0.18%
30,313
-204
150
$2.29M 0.18%
20,278
+8,295
4 5
6
7 8