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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.37M 0.11%
+13,659
177
$1.37M 0.11%
3,726
+206
178
$1.35M 0.11%
13,909
-2,201
179
$1.34M 0.11%
9,024
-1,041
180
$1.34M 0.11%
4,733
-401
181
$1.34M 0.11%
19,421
-2,938
182
$1.33M 0.11%
30,037
-11,539
183
$1.32M 0.11%
3,390
-368
184
$1.32M 0.11%
31,344
+195
185
$1.32M 0.11%
4,109
-556
186
$1.31M 0.1%
76,919
+258
187
$1.3M 0.1%
+26,047
188
$1.28M 0.1%
4,829
-802
189
$1.27M 0.1%
3,779
-396
190
$1.26M 0.1%
4,199
+10
191
$1.25M 0.1%
3,758
-278
192
$1.25M 0.1%
16,236
+4,130
193
$1.24M 0.1%
25,163
-1,207
194
$1.23M 0.1%
29,327
-1,421
195
$1.23M 0.1%
9,815
-1,343
196
$1.23M 0.1%
12,929
-82
197
$1.23M 0.1%
21,128
+167
198
$1.23M 0.1%
7,470
-511
199
$1.22M 0.1%
10,103
+152
200
$1.21M 0.1%
16,518
+1,351
6 7
8
9 10