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
$1.72B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$17M
3
+$15.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$12.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.06M

Top Sells

1
+$46M
2
+$18.5M
3
+$16.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.5M

Sector Composition

1 Healthcare 6.54%
2 Technology 5.95%
3 Industrials 4.27%
4 Financials 3.69%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.32M 0.08%
10,349
-2,484
202
$1.32M 0.08%
14,836
+7,148
203
$1.31M 0.08%
12,892
-5,161
204
$1.3M 0.08%
28,539
+15,410
205
$1.3M 0.08%
14,237
+2,694
206
$1.3M 0.08%
18,614
+6,267
207
$1.3M 0.08%
52,311
+29,863
208
$1.3M 0.08%
37,189
+6,510
209
$1.3M 0.08%
30,101
+11,932
210
$1.29M 0.08%
23,167
+1,407
211
$1.29M 0.07%
34,102
+4,061
212
$1.28M 0.07%
6,046
+851
213
$1.28M 0.07%
13,146
+306
214
$1.28M 0.07%
19,602
+1,002
215
$1.27M 0.07%
70,811
-4,558
216
$1.26M 0.07%
8,609
+355
217
$1.26M 0.07%
+35,891
218
$1.26M 0.07%
30,594
+5,895
219
$1.25M 0.07%
11,503
-50
220
$1.24M 0.07%
9,586
+1,842
221
$1.23M 0.07%
20,624
+8,714
222
$1.22M 0.07%
39,587
+10,394
223
$1.22M 0.07%
76,460
+12,020
224
$1.22M 0.07%
14,637
-4,179
225
$1.22M 0.07%
3,141
-407
7 8
9
10 11