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
$1.25B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.05M
3
+$3.25M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M

Top Sells

1
+$29.9M
2
+$5.06M
3
+$3.98M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.83M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.23M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.26%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.21M 0.1%
8,371
-1,192
202
$1.21M 0.1%
5,887
+732
203
$1.21M 0.1%
7,924
+358
204
$1.2M 0.1%
6,415
-1,892
205
$1.2M 0.1%
7,848
+1,158
206
$1.19M 0.1%
19,841
+929
207
$1.19M 0.1%
4,919
-174
208
$1.18M 0.1%
2,718
-597
209
$1.18M 0.09%
8,617
-2,055
210
$1.18M 0.09%
6,668
-666
211
$1.17M 0.09%
2,524
-663
212
$1.17M 0.09%
5,413
-1,332
213
$1.16M 0.09%
2,027
+267
214
$1.15M 0.09%
4,375
-942
215
$1.15M 0.09%
40,894
+29,192
216
$1.14M 0.09%
21,087
+1,447
217
$1.12M 0.09%
98,690
-17,516
218
$1.11M 0.09%
18,774
-1,117
219
$1.1M 0.09%
9,988
-1,211
220
$1.1M 0.09%
2,515
+75
221
$1.1M 0.09%
8,212
+1,386
222
$1.1M 0.09%
14,990
-1,780
223
$1.09M 0.09%
42,820
-1,162
224
$1.09M 0.09%
3,872
-121
225
$1.07M 0.09%
26,982
+17,784
7 8
9
10 11