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
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.2M
3
+$6.85M
4
IYT icon
iShares US Transportation ETF
IYT
+$3.95M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.81M

Top Sells

1
+$22.8M
2
+$5.71M
3
+$3.76M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$955K 0.08%
19,351
+3,970
202
$948K 0.08%
24,297
-499
203
$942K 0.08%
17,150
-940
204
$938K 0.08%
6,020
+25
205
$929K 0.08%
9,563
+499
206
$927K 0.08%
28,777
-18,205
207
$918K 0.08%
17,920
+826
208
$912K 0.08%
2,486
+32
209
$899K 0.08%
17,028
+2,267
210
$890K 0.08%
5,536
-1,204
211
$875K 0.08%
3,501
+452
212
$871K 0.08%
3,010
-124
213
$870K 0.08%
45,244
-1,802
214
$863K 0.08%
9,004
+778
215
$862K 0.08%
2,386
-307
216
$853K 0.08%
12,361
-142
217
$845K 0.07%
15,871
+5,038
218
$844K 0.07%
41,161
-15,120
219
$840K 0.07%
4,689
+929
220
$836K 0.07%
10,091
-2,556
221
$832K 0.07%
44,327
-14,038
222
$831K 0.07%
7,629
+1,167
223
$829K 0.07%
48,424
+7,290
224
$829K 0.07%
5,827
+827
225
$827K 0.07%
7,617
-2,620
7 8
9
10 11