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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.33M 0.1%
82,961
+71,690
152
$1.33M 0.1%
53,159
-419,278
153
$1.32M 0.1%
29,498
-18,302
154
$1.32M 0.1%
126,455
+110,508
155
$1.32M 0.1%
13,292
+3,715
156
$1.32M 0.1%
26,480
+5,073
157
$1.32M 0.1%
157,286
+120,186
158
$1.31M 0.1%
29,166
+2,336
159
$1.31M 0.1%
55,514
+27,956
160
$1.31M 0.1%
15,577
-48,701
161
$1.3M 0.1%
599,632
+494,501
162
$1.29M 0.1%
28,148
+9,056
163
$1.29M 0.1%
21,453
-162,538
164
$1.27M 0.1%
234,497
+232,060
165
$1.25M 0.09%
31,185
+14,723
166
$1.25M 0.09%
134,780
+101,740
167
$1.24M 0.09%
+24,982
168
$1.23M 0.09%
118,284
+95,898
169
$1.23M 0.09%
9,722
-123,083
170
$1.23M 0.09%
15,663
+9,466
171
$1.21M 0.09%
24,956
-5,764
172
$1.21M 0.09%
6,934
+1,754
173
$1.2M 0.09%
7,992
-7,556
174
$1.2M 0.09%
11,890
+3,548
175
$1.2M 0.09%
49,949
-55,462
5 6
7
8 9