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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.73M 0.13%
30,330
-4,570
202
$1.72M 0.13%
+17,859
203
$1.72M 0.13%
+16,778
204
$1.72M 0.13%
389,290
+52,590
205
$1.71M 0.13%
19,381
+3,972
206
$1.71M 0.13%
75,418
+16,122
207
$1.71M 0.13%
26,743
+1,085
208
$1.7M 0.13%
8,528
+2,974
209
$1.7M 0.13%
16,662
+11,431
210
$1.69M 0.13%
23,215
-118
211
$1.69M 0.13%
15,273
+1,150
212
$1.69M 0.13%
43,066
+10,344
213
$1.68M 0.13%
42,470
+1,745
214
$1.66M 0.13%
25,004
+2,006
215
$1.65M 0.13%
31,446
+872
216
$1.65M 0.13%
112,616
+12,938
217
$1.64M 0.12%
8,176
+58
218
$1.63M 0.12%
10,579
+2,980
219
$1.63M 0.12%
1,938
-1,686
220
$1.63M 0.12%
12,955
+313
221
$1.62M 0.12%
30,002
+1,225
222
$1.61M 0.12%
16,981
+7,510
223
$1.6M 0.12%
38,128
+8,563
224
$1.6M 0.12%
49,044
+26,339
225
$1.59M 0.12%
16,002
+529
7 8
9
10 11