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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.27M 0.17%
26,769
-16,708
152
$2.25M 0.17%
13,767
-870
153
$2.24M 0.17%
13,551
+3,566
154
$2.23M 0.17%
27,490
+11,217
155
$2.22M 0.17%
17,270
-5,353
156
$2.19M 0.17%
15,117
+4,952
157
$2.19M 0.17%
226,109
-36,553
158
$2.18M 0.17%
11,128
+1,248
159
$2.17M 0.17%
11,309
+633
160
$2.17M 0.17%
94,664
+778
161
$2.17M 0.17%
+107,872
162
$2.13M 0.16%
8,209
+2,448
163
$2.12M 0.16%
24,366
-1,930
164
$2.11M 0.16%
13,942
+6,312
165
$2.1M 0.16%
8,014
-265
166
$2.08M 0.16%
47,385
+6,485
167
$2.07M 0.16%
16,058
+97
168
$2.06M 0.16%
44,413
-24,056
169
$2.04M 0.16%
15,947
+3,430
170
$2.03M 0.16%
80,345
+1,458
171
$1.97M 0.15%
16,411
+3,697
172
$1.96M 0.15%
77,902
+55,219
173
$1.95M 0.15%
6,755
+2,417
174
$1.95M 0.15%
33,745
-611
175
$1.95M 0.15%
9,961
-7,916
5 6
7
8 9