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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.92M 0.15%
23,842
-3,723
127
$1.91M 0.15%
4,571
+763
128
$1.9M 0.15%
11,567
+7,185
129
$1.89M 0.15%
6,774
+552
130
$1.89M 0.15%
9,437
-1,570
131
$1.89M 0.15%
10,355
+1,320
132
$1.88M 0.15%
10,764
-201
133
$1.86M 0.15%
4,856
+835
134
$1.86M 0.15%
52,900
-15,584
135
$1.84M 0.15%
36,861
-5,716
136
$1.8M 0.14%
35,643
-547
137
$1.78M 0.14%
2,928
+507
138
$1.77M 0.14%
83,648
-340
139
$1.76M 0.14%
5,660
+318
140
$1.76M 0.14%
26,788
+5,325
141
$1.76M 0.14%
34,225
+2,149
142
$1.75M 0.14%
4,159
-706
143
$1.71M 0.14%
14,713
-3,099
144
$1.71M 0.14%
47,588
-2,261
145
$1.68M 0.13%
2,994
-284
146
$1.68M 0.13%
35,373
-9,977
147
$1.65M 0.13%
51,583
+7,738
148
$1.63M 0.13%
5,499
-1,148
149
$1.62M 0.13%
2,497
+386
150
$1.61M 0.13%
6,212
-570
4 5
6
7 8