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
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.78M
3
+$7.71M
4
HMY icon
Harmony Gold Mining
HMY
+$6.93M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.57M

Top Sells

1
+$40.9M
2
+$15.5M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.34%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$192M 9.8%
561,851
-38,602
2
$56.8M 2.9%
+567,808
3
$40.8M 2.08%
2,295,823
+25,543
4
$37.3M 1.9%
407,086
+8,502
5
$32.6M 1.67%
381,093
-29,116
6
$30.7M 1.57%
254,196
-29,099
7
$26.7M 1.36%
227,058
+6,650
8
$24.8M 1.27%
303,124
+17,812
9
$23.9M 1.22%
477,284
-55,783
10
$22.7M 1.16%
289,534
+1,427
11
$21.1M 1.08%
279,217
-6,099
12
$20.1M 1.02%
236,399
-28,110
13
$17.9M 0.91%
718,448
+47,914
14
$16.6M 0.85%
136,044
+16,196
15
$16.2M 0.83%
549,843
-472,878
16
$12.4M 0.64%
120,594
+8,477
17
$11.4M 0.58%
100,480
-137,229
18
$11.1M 0.57%
423,542
+28,670
19
$11.1M 0.57%
771,544
-165,652
20
$10.9M 0.55%
259,100
+59,756
21
$10.9M 0.55%
119,529
+8,152
22
$9.78M 0.5%
+185,658
23
$8.97M 0.46%
3,753,259
+2,897,848
24
$8.81M 0.45%
3,114,237
+1,138,292
25
$8.22M 0.42%
74,439
+2,091
1
2 3 4 5