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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.22M 0.11%
28,100
+14,891
177
$1.22M 0.11%
32,442
-2,598
178
$1.2M 0.11%
12,078
-11,169
179
$1.2M 0.11%
17,115
+8,234
180
$1.2M 0.11%
12,127
-328
181
$1.19M 0.11%
44,394
+1,184
182
$1.18M 0.1%
14,956
-182
183
$1.18M 0.1%
18,341
+9,962
184
$1.17M 0.1%
21,377
-220
185
$1.11M 0.1%
18,230
-262
186
$1.09M 0.1%
6,862
-111
187
$1.09M 0.1%
14,455
-242
188
$1.07M 0.09%
12,223
-352
189
$1.06M 0.09%
18,286
+2,920
190
$1.06M 0.09%
51,622
-12,307
191
$1.03M 0.09%
3,300
+92
192
$1.02M 0.09%
10,114
-299
193
$1.02M 0.09%
45,897
-9,965
194
$1.02M 0.09%
22,030
+5,449
195
$979K 0.09%
18,270
+8,512
196
$975K 0.09%
66,122
+2,856
197
$974K 0.09%
8,292
+299
198
$968K 0.09%
16,349
+1,863
199
$966K 0.09%
22,702
+2,844
200
$956K 0.08%
14,465
+1,557
6 7
8
9 10