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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.15%
33,225
-34,386
177
$1.36M 0.15%
34,476
+3,985
178
$1.36M 0.15%
19,998
-1,058
179
$1.35M 0.15%
+32,951
180
$1.34M 0.15%
63,175
+5,940
181
$1.33M 0.15%
19,451
-318
182
$1.32M 0.15%
9,546
-1,409
183
$1.32M 0.15%
27,776
-205
184
$1.32M 0.15%
28,880
-1,576
185
$1.3M 0.15%
42,346
-984
186
$1.29M 0.15%
20,714
+2,513
187
$1.29M 0.15%
+56,892
188
$1.29M 0.15%
66,446
+4,358
189
$1.29M 0.14%
+5,525
190
$1.29M 0.14%
11,051
-1,542
191
$1.28M 0.14%
3,496
+64
192
$1.28M 0.14%
9,529
-261
193
$1.28M 0.14%
10,909
-672
194
$1.28M 0.14%
46,304
-4,831
195
$1.27M 0.14%
78,755
-20,669
196
$1.27M 0.14%
75,411
-9,746
197
$1.27M 0.14%
+125,232
198
$1.27M 0.14%
15,211
-883
199
$1.26M 0.14%
3,809
-149
200
$1.26M 0.14%
30,409
-2,558
6 7
8
9 10