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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.78M 0.2%
34,067
+3,754
127
$2.74M 0.2%
74,220
+61,090
128
$2.73M 0.2%
69,120
+56,345
129
$2.66M 0.19%
6,448
-449
130
$2.65M 0.19%
31,279
+1,613
131
$2.61M 0.19%
10,368
-760
132
$2.6M 0.19%
22,565
+6,154
133
$2.58M 0.19%
32,784
-748
134
$2.57M 0.19%
101,659
-3,481
135
$2.54M 0.19%
22,108
-1,830
136
$2.53M 0.19%
48,725
+1,340
137
$2.52M 0.18%
11,629
-393
138
$2.52M 0.18%
7,838
-176
139
$2.47M 0.18%
21,171
+893
140
$2.46M 0.18%
7,193
-1,016
141
$2.46M 0.18%
14,123
-994
142
$2.44M 0.18%
76,319
-25,306
143
$2.44M 0.18%
28,073
-877
144
$2.44M 0.18%
102,292
-5,580
145
$2.43M 0.18%
26,159
+1,793
146
$2.39M 0.18%
14,229
-3,240
147
$2.39M 0.17%
26,963
+194
148
$2.38M 0.17%
27,718
-1,348
149
$2.37M 0.17%
335,177
+66,178
150
$2.36M 0.17%
+22,041
4 5
6
7 8