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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.47M 0.13%
15,888
+3,954
152
$1.45M 0.13%
73,304
+13,243
153
$1.42M 0.13%
31,869
-3,023
154
$1.42M 0.13%
9,936
+293
155
$1.39M 0.12%
24,186
-458
156
$1.39M 0.12%
17,982
-4,797
157
$1.38M 0.12%
17,745
-4,044
158
$1.38M 0.12%
16,936
+459
159
$1.37M 0.12%
13,653
+419
160
$1.35M 0.12%
12,449
-303
161
$1.33M 0.12%
13,578
-2,709
162
$1.33M 0.12%
42,090
+3,910
163
$1.32M 0.12%
4,414
+311
164
$1.31M 0.12%
33,693
+8,316
165
$1.29M 0.11%
18,058
-529
166
$1.27M 0.11%
31,746
-18,252
167
$1.27M 0.11%
8,679
-559
168
$1.26M 0.11%
21,753
-16,912
169
$1.26M 0.11%
11,427
-1,266
170
$1.25M 0.11%
12,467
+176
171
$1.24M 0.11%
21,777
-2,573
172
$1.24M 0.11%
166,065
+24,493
173
$1.24M 0.11%
74,889
-1,538
174
$1.23M 0.11%
8,589
+176
175
$1.23M 0.11%
655,968
+19,240
5 6
7
8 9