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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.81M 0.13%
16,896
+157
177
$1.81M 0.13%
9,625
-1,237
178
$1.8M 0.13%
15,922
-912
179
$1.8M 0.13%
9,985
+267
180
$1.79M 0.13%
8,279
-817
181
$1.78M 0.13%
57,961
+10,985
182
$1.78M 0.13%
15,484
+198
183
$1.78M 0.13%
2,575
-205
184
$1.77M 0.13%
90,628
-1,336
185
$1.77M 0.13%
7,260
-375
186
$1.77M 0.13%
16,542
+3,339
187
$1.76M 0.13%
4,100
+27
188
$1.76M 0.13%
34,356
-21,445
189
$1.75M 0.13%
52,077
+516
190
$1.73M 0.13%
24,501
+1,084
191
$1.73M 0.13%
59,296
-7,585
192
$1.73M 0.13%
99,678
+22,728
193
$1.72M 0.13%
78,898
-9,184
194
$1.7M 0.13%
23,333
-9,342
195
$1.68M 0.13%
4,861
-83
196
$1.68M 0.12%
60,228
+12,524
197
$1.67M 0.12%
9,195
+1,028
198
$1.67M 0.12%
4,403
-1,020
199
$1.66M 0.12%
13,382
-176
200
$1.66M 0.12%
3,603
+250
6 7
8
9 10