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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.1%
102,642
+7,167
177
$1.9M 0.1%
39,625
+819
178
$1.89M 0.1%
27,104
-23,313
179
$1.89M 0.1%
19,533
+7,861
180
$1.89M 0.1%
30,402
+2,319
181
$1.88M 0.1%
18,762
+6,696
182
$1.87M 0.1%
9,406
+65
183
$1.86M 0.1%
25,447
+6,923
184
$1.86M 0.09%
19,891
-445
185
$1.86M 0.09%
23,462
-621
186
$1.85M 0.09%
35,622
+4,448
187
$1.84M 0.09%
37,053
+15,505
188
$1.84M 0.09%
21,110
+5,935
189
$1.83M 0.09%
26,462
+6,535
190
$1.83M 0.09%
83,081
-165,898
191
$1.81M 0.09%
31,912
-1,997
192
$1.81M 0.09%
36,393
+89
193
$1.8M 0.09%
38,410
+8,302
194
$1.8M 0.09%
13,199
+1,313
195
$1.8M 0.09%
30,890
-1,449
196
$1.78M 0.09%
31,076
+19,418
197
$1.78M 0.09%
27,573
+2,006
198
$1.77M 0.09%
17,025
+1,209
199
$1.77M 0.09%
11,871
-334
200
$1.77M 0.09%
+16,625
6 7
8
9 10