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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.65M 0.12%
13,312
+271
202
$1.64M 0.12%
+25,658
203
$1.62M 0.12%
41,459
-2,371
204
$1.62M 0.12%
12,517
-543
205
$1.61M 0.12%
8,118
+414
206
$1.61M 0.12%
28,777
+145
207
$1.61M 0.12%
40,328
+453
208
$1.6M 0.12%
22,998
+3,529
209
$1.6M 0.12%
30,574
-44,691
210
$1.6M 0.12%
43,444
+7,060
211
$1.58M 0.12%
7,686
-140
212
$1.58M 0.12%
104,348
+6,592
213
$1.58M 0.12%
2,979
+15
214
$1.57M 0.12%
13,941
-166
215
$1.56M 0.12%
24,744
+6,280
216
$1.56M 0.12%
14,123
-4,516
217
$1.56M 0.12%
6,977
+109
218
$1.55M 0.12%
+15,473
219
$1.54M 0.11%
22,944
-1,004
220
$1.54M 0.11%
6,120
-990
221
$1.53M 0.11%
55,480
+46,176
222
$1.51M 0.11%
12,642
+2,401
223
$1.51M 0.11%
8,516
+67
224
$1.5M 0.11%
83,114
+3,617
225
$1.5M 0.11%
31,959
-2,451
7 8
9
10 11