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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.1%
49,725
+673
152
$1.63M 0.09%
24,522
+13,150
153
$1.63M 0.09%
11,200
+140
154
$1.62M 0.09%
23,638
+4,142
155
$1.62M 0.09%
+39,395
156
$1.62M 0.09%
26,233
+796
157
$1.62M 0.09%
58,924
+5,237
158
$1.62M 0.09%
18,425
-2,401
159
$1.61M 0.09%
27,932
+3,194
160
$1.59M 0.09%
35,695
+4,445
161
$1.59M 0.09%
67,279
+22,557
162
$1.58M 0.09%
14,466
-1,676
163
$1.58M 0.09%
32,297
+3,528
164
$1.58M 0.09%
62,068
-9,288
165
$1.57M 0.09%
36,230
-4,668
166
$1.57M 0.09%
33,582
+4,072
167
$1.57M 0.09%
13,901
+85
168
$1.57M 0.09%
121,854
-47,303
169
$1.57M 0.09%
73,812
-1,720
170
$1.57M 0.09%
20,045
+1,884
171
$1.56M 0.09%
28,706
+5,047
172
$1.55M 0.09%
73,161
-1,749
173
$1.54M 0.09%
8,689
+1,258
174
$1.53M 0.09%
67,801
-1,651
175
$1.53M 0.09%
50,022
+15,752
5 6
7
8 9