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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.94M 0.15%
73,831
+13,603
177
$1.94M 0.15%
12,360
+4,411
178
$1.94M 0.15%
34,365
-833
179
$1.93M 0.15%
37,637
+12,135
180
$1.93M 0.15%
15,425
+2,043
181
$1.93M 0.15%
5,885
-672
182
$1.92M 0.15%
95,364
183
$1.92M 0.15%
12,182
-1,286
184
$1.92M 0.15%
9,025
+92
185
$1.91M 0.15%
25,387
-350
186
$1.9M 0.15%
9,682
+57
187
$1.89M 0.14%
2,846
+1,560
188
$1.85M 0.14%
66,853
-2,003
189
$1.85M 0.14%
12,372
+3,130
190
$1.84M 0.14%
50,958
+7,514
191
$1.84M 0.14%
9,646
+451
192
$1.84M 0.14%
23,779
+4,064
193
$1.82M 0.14%
7,609
+349
194
$1.82M 0.14%
98,070
-27,626
195
$1.82M 0.14%
8,721
+1,744
196
$1.81M 0.14%
23,080
+4,333
197
$1.81M 0.14%
42,590
-14,589
198
$1.8M 0.14%
92,188
+1,560
199
$1.79M 0.14%
21,125
+5,656
200
$1.76M 0.13%
54,850
-3,111
6 7
8
9 10