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
$1.34B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.13M
3
+$7.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.62M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Top Sells

1
+$14.7M
2
+$13.6M
3
+$10.6M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$7.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.38M

Sector Composition

1 Technology 14.64%
2 Healthcare 8.91%
3 Financials 6.12%
4 Consumer Discretionary 5.74%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.8M 3.03%
282,360
+19,562
2
$26.7M 1.99%
510,000
+54,023
3
$21.3M 1.59%
315,888
+5,238
4
$20.8M 1.55%
227,365
+6,795
5
$20.1M 1.5%
197,546
-18,089
6
$18.8M 1.4%
209,164
-9,150
7
$18.6M 1.38%
135,720
+8,918
8
$17.2M 1.28%
145,636
+21,037
9
$16.5M 1.23%
186,890
-5,649
10
$15.1M 1.13%
250,005
-13,295
11
$14.8M 1.11%
+480,381
12
$13.2M 0.98%
561,856
-27,372
13
$12.6M 0.94%
229,477
-4,764
14
$12M 0.89%
145,172
+1,821
15
$10.5M 0.78%
187,670
-9,246
16
$10M 0.75%
499,495
-33,069
17
$9.05M 0.67%
119,264
+8,227
18
$9M 0.67%
177,122
+110,583
19
$8.79M 0.65%
164,665
-4,020
20
$8.77M 0.65%
76,275
+990
21
$8.55M 0.64%
24,596
-418
22
$7.85M 0.58%
281,839
-5,174
23
$7.83M 0.58%
90,874
+11,014
24
$7.41M 0.55%
20,286
+1,008
25
$7.2M 0.54%
132,447
-2,789
1
2 3 4 5