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
$888M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.25M
3
+$3.36M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.93M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.71M

Top Sells

1
+$10.6M
2
+$8M
3
+$2.42M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Sector Composition

1 Technology 10.53%
2 Healthcare 8.56%
3 Financials 7.46%
4 Industrials 5.98%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.25M 0.14%
39,547
+4,737
202
$1.25M 0.14%
49,837
-55,066
203
$1.24M 0.14%
+22,741
204
$1.24M 0.14%
+23,398
205
$1.24M 0.14%
13,608
+5,295
206
$1.24M 0.14%
7,457
-221
207
$1.23M 0.14%
+204,092
208
$1.23M 0.14%
44,294
-3,020
209
$1.23M 0.14%
13,527
-1,478
210
$1.23M 0.14%
10,881
+2,849
211
$1.22M 0.14%
34,900
-4,104
212
$1.21M 0.14%
+31,543
213
$1.21M 0.14%
12,420
-1,325
214
$1.21M 0.14%
17,643
-680
215
$1.2M 0.14%
41,885
-6,008
216
$1.2M 0.14%
85,325
-1,971
217
$1.2M 0.13%
54,378
-3,968
218
$1.19M 0.13%
+214,277
219
$1.19M 0.13%
+269,573
220
$1.19M 0.13%
14,843
+2,629
221
$1.18M 0.13%
+37,482
222
$1.18M 0.13%
67,740
-10,679
223
$1.17M 0.13%
+72,942
224
$1.17M 0.13%
12,542
+373
225
$1.16M 0.13%
29,367
-1,861
7 8
9
10 11