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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.77M 0.09%
19,228
+3,383
202
$1.76M 0.09%
38,829
+10,902
203
$1.75M 0.09%
97,140
-620
204
$1.74M 0.09%
22,925
-2,265
205
$1.72M 0.09%
46,874
+3,412
206
$1.72M 0.09%
33,917
+2,397
207
$1.71M 0.09%
22,888
+1,042
208
$1.7M 0.09%
57,183
-5,640
209
$1.69M 0.09%
10,002
-41
210
$1.69M 0.09%
9,103
+95
211
$1.66M 0.08%
6,070
-1,102
212
$1.66M 0.08%
29,932
+2,123
213
$1.65M 0.08%
19,757
+303
214
$1.64M 0.08%
33,605
+13,644
215
$1.64M 0.08%
60,736
+3,430
216
$1.63M 0.08%
7,072
+104
217
$1.63M 0.08%
175,267
-532
218
$1.62M 0.08%
28,038
+2,046
219
$1.62M 0.08%
57,328
-126,620
220
$1.6M 0.08%
30,020
+2,296
221
$1.6M 0.08%
14,713
+155
222
$1.6M 0.08%
26,796
+1,624
223
$1.59M 0.08%
+32,832
224
$1.58M 0.08%
30,655
-3,156
225
$1.57M 0.08%
25,698
+5,038
7 8
9
10 11