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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.19M 0.09%
13,369
+9,962
177
$1.19M 0.09%
17,097
-93,444
178
$1.19M 0.09%
48,253
+43,290
179
$1.19M 0.09%
45,527
+18,266
180
$1.18M 0.09%
19,548
-1,276
181
$1.18M 0.09%
28,425
+23,780
182
$1.18M 0.09%
10,891
-1,412,144
183
$1.18M 0.09%
15,292
+13,256
184
$1.17M 0.09%
47,234
-2,520
185
$1.16M 0.09%
29,886
+26,992
186
$1.15M 0.09%
7,716
-8,144
187
$1.15M 0.09%
16,715
-31,008
188
$1.15M 0.09%
21,792
+8,434
189
$1.14M 0.09%
47,035
+43,270
190
$1.13M 0.09%
6,520
-3,927
191
$1.13M 0.09%
+12,397
192
$1.13M 0.09%
3,062
+2,199
193
$1.13M 0.09%
9,954
-28,309
194
$1.1M 0.08%
68,895
+65,805
195
$1.09M 0.08%
15,063
+5,567
196
$1.07M 0.08%
10,228
-1,344
197
$1.07M 0.08%
13,932
+10,559
198
$1.07M 0.08%
12,180
+4
199
$1.07M 0.08%
31,359
+18,043
200
$1.06M 0.08%
20,651
+5,011
6 7
8
9 10