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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.14M 0.16%
254,373
+232,486
152
$2.13M 0.16%
106,600
-20,280
153
$2.13M 0.16%
7,527
-13
154
$2.1M 0.16%
26,543
-296
155
$2.09M 0.16%
6,557
+83
156
$2.08M 0.16%
78,887
-191
157
$2.05M 0.15%
35,198
-1,037
158
$2.05M 0.15%
10,676
+250
159
$2.01M 0.15%
40,900
+1,889
160
$2M 0.15%
25,737
+1,418
161
$2M 0.15%
5,047
+73
162
$1.99M 0.15%
24,367
-382
163
$1.99M 0.15%
13,468
+174
164
$1.98M 0.15%
41,219
+427
165
$1.97M 0.15%
224,264
+210,479
166
$1.96M 0.15%
95,364
+25,421
167
$1.93M 0.14%
8,933
+1,969
168
$1.91M 0.14%
9,273
-3,996
169
$1.91M 0.14%
119,228
+846
170
$1.88M 0.14%
19,715
-112
171
$1.88M 0.14%
31,388
+3,284
172
$1.88M 0.14%
4,693
-383
173
$1.87M 0.14%
20,660
-1,883
174
$1.86M 0.14%
+126,044
175
$1.84M 0.14%
40,725
+29,800
5 6
7
8 9