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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.19M 0.11%
18,536
+1,915
152
$2.19M 0.11%
32,431
-9,418
153
$2.18M 0.11%
40,950
-4,536
154
$2.18M 0.11%
126,338
+2,709
155
$2.17M 0.11%
27,093
-597
156
$2.16M 0.11%
34,670
+1,015
157
$2.13M 0.11%
35,382
+925
158
$2.13M 0.11%
41,154
+35,318
159
$2.11M 0.11%
47,054
+39,614
160
$2.06M 0.11%
+58,900
161
$2.05M 0.1%
33,024
+2,763
162
$2.02M 0.1%
+11,992
163
$1.98M 0.1%
50,669
-38,864
164
$1.96M 0.1%
63,844
+2,516
165
$1.96M 0.1%
18,632
+570
166
$1.94M 0.1%
+63,982
167
$1.94M 0.1%
19,347
+338
168
$1.94M 0.1%
35,016
-5,288
169
$1.94M 0.1%
95,300
-26,060
170
$1.93M 0.1%
9,448
+11
171
$1.93M 0.1%
76,226
+1,244
172
$1.92M 0.1%
+36,642
173
$1.92M 0.1%
+32,294
174
$1.92M 0.1%
43,712
+1,094
175
$1.91M 0.1%
+48,801
5 6
7
8 9