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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.61M 0.13%
50,036
-2,005
152
$1.6M 0.13%
9,120
+2,101
153
$1.6M 0.13%
43,168
-15,982
154
$1.59M 0.13%
104,598
-2,533
155
$1.55M 0.12%
10,928
+1,324
156
$1.53M 0.12%
110,075
-7,716
157
$1.52M 0.12%
11,870
-1,959
158
$1.51M 0.12%
35,973
-4,969
159
$1.5M 0.12%
8,312
+742
160
$1.49M 0.12%
27,750
-2,077
161
$1.49M 0.12%
14,965
-7,087
162
$1.47M 0.12%
34,952
+1,561
163
$1.47M 0.12%
19,476
+2,791
164
$1.46M 0.12%
13,757
+10,825
165
$1.46M 0.12%
12,677
+1,941
166
$1.45M 0.12%
10,950
+1,500
167
$1.44M 0.12%
11,632
+885
168
$1.43M 0.11%
15,406
-2,567
169
$1.43M 0.11%
393
-55
170
$1.42M 0.11%
18,412
-2,691
171
$1.4M 0.11%
34,865
-5,168
172
$1.39M 0.11%
32,029
-2,148
173
$1.38M 0.11%
31,773
-3,113
174
$1.37M 0.11%
6,724
-1,306
175
$1.37M 0.11%
5,487
+230
5 6
7
8 9