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
1
$32.3M 2.37%
218,018
-65,755
2
$25.4M 1.86%
277,748
+52,819
3
$22.5M 1.65%
126,937
-465
4
$22.1M 1.62%
233,318
-9,886
5
$21.4M 1.57%
300,549
-11,206
6
$19.4M 1.42%
167,114
+44,041
7
$17.8M 1.31%
203,394
-487
8
$15.1M 1.1%
194,334
-122,032
9
$13.6M 1%
156,682
-33,831
10
$13M 0.95%
219,758
-18,805
11
$12.7M 0.93%
232,883
-14,208
12
$11.6M 0.85%
498,100
-40,164
13
$10.7M 0.78%
78,927
-7,313
14
$9.76M 0.72%
192,454
+7,945
15
$9.3M 0.68%
203,934
+130,266
16
$9.07M 0.66%
171,615
+2,405
17
$8.84M 0.65%
121,981
+13,135
18
$8.84M 0.65%
68,406
+1,896
19
$8.71M 0.64%
71,179
-3,632
20
$8.69M 0.64%
+170,159
21
$8.54M 0.63%
156,687
-79,405
22
$8.01M 0.59%
23,828
-2,128
23
$7.99M 0.59%
98,279
-45,469
24
$7.93M 0.58%
22,081
-697
25
$7.8M 0.57%
153,992
+116,355
1
2 3 4 5