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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.53M 0.09%
33,541
+7,787
177
$1.52M 0.09%
20,829
-71
178
$1.52M 0.09%
15,709
+6,367
179
$1.5M 0.09%
89,629
+29,820
180
$1.5M 0.09%
984
-140
181
$1.49M 0.09%
14,686
+1,060
182
$1.49M 0.09%
8,906
+1,790
183
$1.49M 0.09%
60,330
-10,137
184
$1.48M 0.09%
69,385
+4,606
185
$1.48M 0.09%
24,930
+7,175
186
$1.46M 0.09%
51,840
+3,805
187
$1.45M 0.08%
+88,326
188
$1.43M 0.08%
21,643
+1,885
189
$1.42M 0.08%
+9,939
190
$1.42M 0.08%
20,504
+769
191
$1.41M 0.08%
33,432
+1,719
192
$1.4M 0.08%
788
+26
193
$1.39M 0.08%
18,631
+3,419
194
$1.38M 0.08%
15,167
+2,904
195
$1.36M 0.08%
13,124
-215
196
$1.36M 0.08%
54,880
+4,020
197
$1.36M 0.08%
9,618
+844
198
$1.33M 0.08%
83,318
+18,486
199
$1.33M 0.08%
9,715
+139
200
$1.32M 0.08%
13,473
+3,088
6 7
8
9 10