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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.35M 0.17%
156,735
-2,399
152
$2.35M 0.17%
13,955
+1,000
153
$2.34M 0.17%
5,628
-257
154
$2.32M 0.17%
96,457
+1,793
155
$2.31M 0.17%
35,454
-3,429
156
$2.31M 0.17%
10,814
-158
157
$2.24M 0.16%
9,821
-140
158
$2.23M 0.16%
110,185
-4,635
159
$2.23M 0.16%
53,121
+10,055
160
$2.23M 0.16%
21,510
-746
161
$2.22M 0.16%
9,948
+302
162
$2.19M 0.16%
9,730
-3,603
163
$2.18M 0.16%
30,310
-20
164
$2.18M 0.16%
155,058
-253,050
165
$2.18M 0.16%
+19,466
166
$2.15M 0.16%
59,084
+8,126
167
$2.15M 0.16%
14,260
+318
168
$2.13M 0.16%
13,469
-298
169
$2.13M 0.16%
44,456
+43
170
$2.13M 0.16%
16,117
-300
171
$2.11M 0.15%
8,953
-72
172
$2.09M 0.15%
+24,342
173
$2.08M 0.15%
20,195
-930
174
$2.07M 0.15%
35,113
-960
175
$2.07M 0.15%
54,898
-3,037
5 6
7
8 9