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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.05M 0.15%
37,014
-30,031
177
$2.04M 0.15%
9,765
+83
178
$2.03M 0.15%
12,699
+517
179
$2.03M 0.15%
24,091
+876
180
$2.02M 0.15%
+104,552
181
$2M 0.15%
52,640
-13,676
182
$1.99M 0.15%
183,085
+65,930
183
$1.97M 0.14%
21,106
-1,974
184
$1.96M 0.14%
16,558
-220
185
$1.96M 0.14%
95,364
186
$1.95M 0.14%
54,499
+43,783
187
$1.95M 0.14%
23,908
+16,480
188
$1.94M 0.14%
78,522
+4,691
189
$1.93M 0.14%
14,814
-1,133
190
$1.92M 0.14%
78,342
-2,003
191
$1.91M 0.14%
42,840
+250
192
$1.89M 0.14%
24,678
-709
193
$1.88M 0.14%
7,620
-556
194
$1.84M 0.13%
24,229
+287
195
$1.83M 0.13%
33,848
-517
196
$1.81M 0.13%
13,612
+1,328
197
$1.8M 0.13%
11,218
-1,142
198
$1.79M 0.13%
10,378
-1,994
199
$1.79M 0.13%
8,300
-421
200
$1.78M 0.13%
73,083
+46,377
6 7
8
9 10