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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$5.94M
3
+$5.89M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.66M

Top Sells

1
+$15.5M
2
+$9.74M
3
+$9.47M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.33M

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.76M 0.13%
90,894
-1,294
202
$1.76M 0.13%
7,086
-1,442
203
$1.76M 0.13%
15,921
+648
204
$1.75M 0.13%
26,315
+1,311
205
$1.75M 0.13%
18,846
+108
206
$1.74M 0.13%
15,218
-824
207
$1.73M 0.13%
17,032
+370
208
$1.73M 0.13%
9,179
-2,130
209
$1.73M 0.13%
33,630
+2,184
210
$1.72M 0.13%
820
-24
211
$1.72M 0.13%
4,135
-1,105
212
$1.7M 0.12%
2,994
+323
213
$1.7M 0.12%
5,811
+173
214
$1.69M 0.12%
40,447
+2,319
215
$1.67M 0.12%
72,326
+48,115
216
$1.66M 0.12%
1,812
-126
217
$1.66M 0.12%
74,302
+7,449
218
$1.65M 0.12%
17,682
-1,320
219
$1.63M 0.12%
11,105
-190
220
$1.63M 0.12%
9,248
-1,331
221
$1.62M 0.12%
11,972
-338
222
$1.61M 0.12%
30,856
+2,339
223
$1.61M 0.12%
5,289
-594
224
$1.61M 0.12%
3,270
+131
225
$1.6M 0.12%
+1,888
7 8
9
10 11