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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.54M 0.17%
9,558
-1,767
152
$1.53M 0.17%
12,158
-250
153
$1.52M 0.17%
15,284
-322
154
$1.52M 0.17%
25,565
-8,646
155
$1.52M 0.17%
2,144
+355
156
$1.52M 0.17%
43,868
-3,574
157
$1.52M 0.17%
13,802
+937
158
$1.51M 0.17%
23,930
-1,063
159
$1.5M 0.17%
47,385
-455
160
$1.5M 0.17%
23,747
-569
161
$1.49M 0.17%
59,753
-1,414
162
$1.49M 0.17%
20,565
-250
163
$1.48M 0.17%
+23,756
164
$1.46M 0.16%
29,023
+24,101
165
$1.46M 0.16%
5,040
-56
166
$1.45M 0.16%
+16,796
167
$1.44M 0.16%
6,956
-838
168
$1.42M 0.16%
12,270
+186
169
$1.42M 0.16%
9,265
-3,878
170
$1.4M 0.16%
12,772
-764
171
$1.39M 0.16%
17,368
-2,721
172
$1.39M 0.16%
3,696
-186
173
$1.37M 0.15%
71,247
-4,766
174
$1.37M 0.15%
10,414
-644
175
$1.36M 0.15%
19,819
-446
5 6
7
8 9