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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.2%
28,611
+1,420
127
$1.78M 0.2%
3,891
+187
128
$1.77M 0.2%
30,414
+20,047
129
$1.76M 0.2%
5,393
-285
130
$1.76M 0.2%
13,712
-2,288
131
$1.74M 0.2%
114,125
+3,035
132
$1.74M 0.2%
35,176
-2,120
133
$1.73M 0.2%
120,421
-22,078
134
$1.73M 0.19%
27,303
+4,248
135
$1.73M 0.19%
10,152
+3,438
136
$1.69M 0.19%
365,022
+250,718
137
$1.69M 0.19%
18,175
+281
138
$1.67M 0.19%
11,712
-2,181
139
$1.65M 0.19%
5,495
-390
140
$1.64M 0.18%
13,605
-4,818
141
$1.64M 0.18%
3,085
-417
142
$1.63M 0.18%
17,126
-720
143
$1.63M 0.18%
8,402
+440
144
$1.63M 0.18%
14,585
+10,721
145
$1.62M 0.18%
58,403
-1,818
146
$1.61M 0.18%
7,520
-560
147
$1.61M 0.18%
19,149
-2,035
148
$1.6M 0.18%
36,000
-2,741
149
$1.59M 0.18%
24,313
-1,385
150
$1.58M 0.18%
2,194
-9
4 5
6
7 8