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
$1.32B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$78.7M
3
+$59.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$36.8M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$35.4M

Top Sells

1
+$152M
2
+$84.5M
3
+$48.7M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$32M

Sector Composition

1 Healthcare 9.19%
2 Technology 4.73%
3 Industrials 3.76%
4 Consumer Discretionary 2.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.06M 0.08%
18,658
-12,563
202
$1.06M 0.08%
19,728
-3,661
203
$1.05M 0.08%
11,451
-435,892
204
$1.03M 0.08%
9,554
-14,213
205
$1.02M 0.08%
44,966
+39,426
206
$1.02M 0.08%
33,275
+25,896
207
$1.02M 0.08%
13,423
-201,975
208
$1.01M 0.08%
28,248
-250,139
209
$1M 0.08%
46,942
+42,169
210
$995K 0.08%
26,973
+26,110
211
$991K 0.08%
75,381
+40,504
212
$990K 0.08%
279,685
+279,158
213
$966K 0.07%
17,570
+6,835
214
$964K 0.07%
11,446
+284
215
$963K 0.07%
16,984
+12,183
216
$960K 0.07%
2,778
+2,548
217
$957K 0.07%
5,582
-5,326
218
$956K 0.07%
14,479
-15,440
219
$955K 0.07%
116,621
+98,797
220
$955K 0.07%
25,234
-5,917
221
$954K 0.07%
4,395
-9,229
222
$948K 0.07%
33,155
-1,285
223
$945K 0.07%
39,663
-224,378
224
$944K 0.07%
27,403
-129,568
225
$940K 0.07%
21,939
+16,894
7 8
9
10 11