Freedom Investment Management, Inc. - Q4 2020 holdings

$910 Million is the total value of Freedom Investment Management, Inc.'s 612 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 17.8% .

 Value Shares↓ Weighting
FTEC SellFIDELITY COVINGTON TRUSTmsci info tech i$17,851,000
+9.4%
170,806
-3.6%
1.96%
+10.4%
AAPL SellAPPLE INC$15,336,000
+10.5%
115,580
-3.5%
1.68%
+11.6%
MELI SellMERCADOLIBRE INC$10,640,000
+42.4%
6,352
-8.0%
1.17%
+43.6%
SHY SellISHARES TR1 3 yr treas bd$9,667,000
-70.0%
111,912
-70.0%
1.06%
-69.8%
FB SellFACEBOOK INCcl a$8,514,000
-5.3%
31,169
-9.2%
0.94%
-4.5%
IAGG SellISHARES TRcore intl aggr$8,417,000
-4.4%
149,748
-5.3%
0.92%
-3.4%
SCHO SellSCHWAB STRATEGIC TRsht tm us tres$7,904,000
-3.3%
153,812
-3.1%
0.87%
-2.5%
TIP SellISHARES TRtips bd etf$7,304,000
-6.4%
57,221
-7.3%
0.80%
-5.6%
MSCI SellMSCI INC$6,909,000
+24.9%
15,472
-0.2%
0.76%
+26.1%
SPY SellSPDR S&P 500 ETF TRtr unit$6,836,000
-8.0%
18,283
-17.6%
0.75%
-7.2%
EFA SellISHARES TRmsci eafe etf$6,514,000
-9.3%
89,283
-20.9%
0.72%
-8.4%
BSV SellVANGUARD BD INDEX FDSshort trm bond$6,097,000
-9.1%
73,542
-9.0%
0.67%
-8.2%
MSFT SellMICROSOFT CORP$5,958,000
-5.2%
26,786
-10.3%
0.66%
-4.2%
LOGI SellLOGITECH INTL S A$5,934,000
+17.0%
61,057
-6.9%
0.65%
+18.1%
GOOGL SellALPHABET INCcap stk cl a$5,843,000
+14.4%
3,334
-4.3%
0.64%
+15.5%
SONY SellSONY CORPsponsored adr$5,753,000
+23.3%
56,902
-6.4%
0.63%
+24.4%
BLV SellVANGUARD BD INDEX FDSlong term bond$5,361,000
-5.2%
48,898
-3.4%
0.59%
-4.4%
SCHR SellSCHWAB STRATEGIC TRintrm trm tres$5,318,000
-4.0%
91,342
-3.3%
0.58%
-3.2%
EMB SellISHARES TRjpmorgan usd emg$5,197,000
+0.4%
44,840
-4.0%
0.57%
+1.2%
VMBS SellVANGUARD SCOTTSDALE FDSmortg-back sec$4,733,000
-6.1%
87,535
-5.7%
0.52%
-5.3%
IAU SellISHARES GOLD TRUSTishares$4,697,000
-10.2%
259,046
-10.9%
0.52%
-9.3%
STIP SellISHARES TR0-5 yr tips etf$4,413,000
-7.2%
42,258
-7.5%
0.48%
-6.4%
BKNG SellBOOKING HOLDINGS INC$4,350,000
+15.7%
1,953
-11.1%
0.48%
+16.9%
VTIP SellVANGUARD MALVERN FDSstrm infproidx$4,282,000
-8.0%
83,791
-8.1%
0.47%
-7.3%
SYK SellSTRYKER CORPORATION$4,092,000
+1.8%
16,698
-13.4%
0.45%
+2.7%
CSM SellPROSHARES TRlarge cap cre$3,878,000
-9.9%
45,955
-18.6%
0.43%
-9.2%
NXPI SellNXP SEMICONDUCTORS N V$3,824,000
+15.3%
24,048
-9.5%
0.42%
+16.3%
AMZN SellAMAZON COM INC$3,718,000
-3.4%
1,141
-6.6%
0.41%
-2.6%
AXP SellAMERICAN EXPRESS CO$3,617,000
+15.8%
29,913
-4.0%
0.40%
+16.8%
STM SellSTMICROELECTRONICS N Vny registry$3,450,000
+13.0%
92,945
-6.6%
0.38%
+14.2%
YNDX SellYANDEX N V$3,401,000
-0.8%
48,881
-7.0%
0.37%
+0.3%
AMGN SellAMGEN INC$3,315,000
-14.3%
14,419
-5.3%
0.36%
-13.5%
FALN SellISHARES TRfaln angls usd$3,284,000
+2.8%
111,570
-4.6%
0.36%
+3.7%
CS SellCREDIT SUISSE GROUPsponsored adr$3,178,000
+19.8%
248,306
-6.7%
0.35%
+20.8%
V SellVISA INC$3,167,000
+2.1%
14,479
-6.6%
0.35%
+3.0%
QCOM SellQUALCOMM INC$3,130,000
+16.7%
20,546
-9.9%
0.34%
+17.8%
ERIC SellERICSSONadr b sek 10$3,096,000
+1.1%
259,060
-7.9%
0.34%
+2.1%
CAE SellCAE INC$3,015,000
+71.4%
108,675
-9.7%
0.33%
+73.3%
IDXX SellIDEXX LABS INC$2,913,000
+9.7%
5,828
-13.7%
0.32%
+10.7%
CHKP SellCHECK POINT SOFTWARE TECH LTord$2,903,000
-40.0%
21,840
-45.7%
0.32%
-39.5%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$2,684,000
-13.2%
53,571
-25.0%
0.30%
-12.2%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$2,582,000
-92.3%
29,277
-92.3%
0.28%
-92.3%
IBM SellINTERNATIONAL BUSINESS MACHS$2,572,000
+1.9%
20,430
-1.5%
0.28%
+2.9%
CLLS SellCELLECTIS S Aspon ads$2,564,000
+36.9%
94,737
-6.4%
0.28%
+38.2%
VONG SellVANGUARD SCOTTSDALE FDSvng rus1000grw$2,466,000
+10.4%
9,950
-0.7%
0.27%
+11.5%
ULTA SellULTA BEAUTY INC$2,470,000
+26.7%
8,600
-1.2%
0.27%
+27.8%
VEA SellVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$2,402,000
-15.2%
50,879
-26.5%
0.26%
-14.3%
SLYV SellSPDR SER TRs&p 600 smcp val$2,399,000
+27.3%
36,248
-3.6%
0.26%
+28.8%
PDBC SellINVESCO ACTIVLY MANGD ETC FDoptimum yield$2,329,000
-14.3%
152,640
-23.3%
0.26%
-13.5%
AMAT SellAPPLIED MATLS INC$2,316,000
+44.4%
26,835
-0.6%
0.25%
+45.1%
SLYG SellSPDR SER TRs&p 600 smcp grw$2,212,000
+20.8%
28,962
-6.6%
0.24%
+22.1%
USRT SellISHARES TRcre u s reit etf$2,215,000
-26.0%
45,749
-33.2%
0.24%
-25.5%
SHV SellISHARES TRshort treas bd$2,203,000
-41.2%
19,930
-41.1%
0.24%
-40.7%
SNN SellSMITH & NEPHEW PLCspdn adr new$2,111,000
-4.3%
50,052
-11.3%
0.23%
-3.3%
ESLT SellELBIT SYS LTDord$2,067,000
+0.6%
15,806
-7.4%
0.23%
+1.3%
VNQI SellVANGUARD INTL EQUITY INDEX Fglb ex us etf$2,036,000
+5.1%
37,497
-5.9%
0.22%
+6.2%
EBND SellSPDR SER TRblombrg brc emrg$1,997,000
+2.6%
71,185
-3.9%
0.22%
+3.3%
MED SellMEDIFAST INC$1,946,000
+10.1%
9,910
-7.8%
0.21%
+11.5%
C SellCITIGROUP INC$1,925,000
+39.7%
31,215
-2.3%
0.21%
+40.7%
GLPG SellGALAPAGOS NVspon adr$1,924,000
-35.5%
19,436
-7.6%
0.21%
-35.1%
PFF SellISHARES TRpfd and incm sec$1,864,000
-0.9%
48,400
-6.2%
0.20%0.0%
PGHY SellINVESCO EXCH TRADED FD TR IIgbl srt trm hy$1,799,000
-50.3%
81,022
-51.6%
0.20%
-49.7%
DSGX SellDESCARTES SYS GROUP INC$1,796,000
-3.8%
30,713
-6.2%
0.20%
-3.0%
FISV SellFISERV INC$1,790,000
+8.7%
15,719
-1.6%
0.20%
+10.1%
NOK SellNOKIA CORPsponsored adr$1,773,000
-6.6%
453,432
-6.6%
0.20%
-5.8%
SRLN SellSSGA ACTIVE ETF TRblkstn gsosrln$1,715,000
-57.7%
37,563
-58.6%
0.19%
-57.4%
WIT SellWIPRO LTDspon adr 1 sh$1,687,000
+7.0%
298,502
-11.0%
0.18%
+7.6%
ILMN SellILLUMINA INC$1,686,000
+5.7%
4,558
-11.7%
0.18%
+6.3%
VAR SellVARIAN MED SYS INC$1,669,000
+0.2%
9,539
-1.5%
0.18%
+1.1%
VRTX SellVERTEX PHARMACEUTICALS INC$1,659,000
-26.2%
7,019
-15.0%
0.18%
-25.7%
TXN SellTEXAS INSTRS INC$1,650,000
-31.3%
10,052
-40.3%
0.18%
-30.9%
QURE SellUNIQURE NV$1,594,000
-8.7%
44,118
-6.9%
0.18%
-7.9%
LRCX SellLAM RESEARCH CORP$1,560,000
+21.3%
3,304
-14.7%
0.17%
+22.1%
ALXN SellALEXION PHARMACEUTICALS INC$1,550,000
+29.0%
9,924
-5.5%
0.17%
+29.8%
VZ SellVERIZON COMMUNICATIONS INC$1,527,000
-8.8%
25,987
-7.7%
0.17%
-7.7%
REGN SellREGENERON PHARMACEUTICALS$1,523,000
-33.6%
3,152
-23.1%
0.17%
-33.2%
LMT SellLOCKHEED MARTIN CORP$1,493,000
-11.2%
4,206
-4.2%
0.16%
-10.4%
SLV SellISHARES SILVER TRishares$1,480,000
+9.1%
60,255
-3.8%
0.16%
+10.1%
MINT SellPIMCO ETF TRenhan shrt ma ac$1,478,000
-24.0%
14,483
-24.1%
0.16%
-23.6%
HD SellHOME DEPOT INC$1,426,000
-12.0%
5,368
-8.0%
0.16%
-10.8%
ZBRA SellZEBRA TECHNOLOGIES CORPORATIcl a$1,404,000
+49.8%
3,654
-1.6%
0.15%
+51.0%
ABBV SellABBVIE INC$1,327,000
+4.3%
12,383
-14.7%
0.15%
+5.8%
EBS SellEMERGENT BIOSOLUTIONS INC$1,330,000
-50.4%
14,848
-42.8%
0.15%
-50.0%
IJR SellISHARES TRcore s&p scp etf$1,280,000
-10.6%
13,924
-31.7%
0.14%
-9.6%
GWW SellGRAINGER W W INC$1,285,000
+8.4%
3,146
-5.3%
0.14%
+9.3%
DHR SellDANAHER CORPORATION$1,241,000
-8.1%
5,587
-10.9%
0.14%
-7.5%
CSCO SellCISCO SYS INC$1,224,000
-22.4%
27,359
-31.7%
0.13%
-22.1%
BIIB SellBIOGEN INC$1,201,000
-22.4%
4,905
-10.1%
0.13%
-21.9%
UNH SellUNITEDHEALTH GROUP INC$1,173,000
+6.2%
3,345
-5.5%
0.13%
+7.5%
IVV SellISHARES TRcore s&p500 etf$1,176,000
-13.6%
3,132
-22.7%
0.13%
-12.8%
SKM SellSK TELECOM LTDsponsored adr$1,164,000
+6.1%
47,535
-2.9%
0.13%
+7.6%
EW SellEDWARDS LIFESCIENCES CORP$1,145,000
+13.0%
12,549
-1.1%
0.13%
+14.5%
ORCL SellORACLE CORP$1,137,000
-34.6%
17,582
-39.6%
0.12%
-33.9%
KBR SellKBR INC$1,109,000
+29.0%
35,848
-6.8%
0.12%
+29.8%
JAZZ SellJAZZ PHARMACEUTICALS PLC$1,091,000
+0.5%
6,610
-13.2%
0.12%
+1.7%
FCX SellFREEPORT-MCMORAN INCcl b$1,083,000
+40.5%
41,609
-15.6%
0.12%
+41.7%
BMRN SellBIOMARIN PHARMACEUTICAL INC$1,082,000
+1.3%
12,343
-12.0%
0.12%
+2.6%
VAW SellVANGUARD WORLD FDSmaterials etf$1,070,000
+6.8%
6,816
-8.5%
0.12%
+8.3%
MU SellMICRON TECHNOLOGY INC$1,076,000
+41.4%
14,315
-11.7%
0.12%
+42.2%
BNDX SellVANGUARD CHARLOTTE FDSintl bd idx etf$1,063,000
-4.2%
18,162
-4.8%
0.12%
-3.3%
VTWG SellVANGUARD SCOTTSDALE FDSvng rus2000grw$998,000
+19.2%
4,786
-7.7%
0.11%
+20.9%
NFLX SellNETFLIX INC$972,000
-24.2%
1,797
-29.9%
0.11%
-23.6%
VTWV SellVANGUARD SCOTTSDALE FDSvng rus2000val$978,000
+26.7%
8,467
-4.4%
0.11%
+27.4%
IXN SellISHARES TRglobal tech etf$966,000
-3.5%
3,221
-15.2%
0.11%
-2.8%
IXJ SellISHARES TRglob hlthcre etf$968,000
-3.3%
12,666
-9.2%
0.11%
-2.8%
ICVT SellISHARES TRconv bd etf$958,000
+12.0%
9,926
-6.2%
0.10%
+12.9%
ROP SellROPER TECHNOLOGIES INC$913,000
-36.2%
2,117
-41.5%
0.10%
-35.9%
LLY SellLILLY ELI & CO$896,000
-10.2%
5,307
-21.3%
0.10%
-10.1%
DXCM SellDEXCOM INC$878,000
-14.8%
2,374
-5.1%
0.10%
-14.3%
CNO SellCNO FINL GROUP INC$816,000
+20.4%
36,685
-13.2%
0.09%
+21.6%
HUM SellHUMANA INC$812,000
-34.0%
1,979
-33.5%
0.09%
-33.6%
CMI SellCUMMINS INC$793,000
-18.5%
3,490
-24.2%
0.09%
-17.9%
VUG SellVANGUARD INDEX FDSgrowth etf$772,000
+2.4%
3,047
-8.0%
0.08%
+3.7%
SNA SellSNAP ON INC$768,000
+14.1%
4,485
-2.0%
0.08%
+15.1%
BSCM SellINVESCO EXCH TRD SLF IDX FD$761,000
-43.0%
34,998
-42.8%
0.08%
-42.1%
MORN SellMORNINGSTAR INC$755,000
+42.2%
3,261
-1.4%
0.08%
+43.1%
NVEE SellNV5 GLOBAL INC$748,000
+34.3%
9,492
-10.0%
0.08%
+34.4%
VPL SellVANGUARD INTL EQUITY INDEX Fftse pacific etf$735,000
+7.9%
9,232
-7.8%
0.08%
+9.5%
HEI SellHEICO CORP NEW$717,000
+21.5%
5,417
-3.9%
0.08%
+23.4%
CRL SellCHARLES RIV LABS INTL INC$693,000
-0.4%
2,773
-9.8%
0.08%0.0%
WPS SellISHARES TRintl devppty etf$684,000
+6.4%
19,177
-6.2%
0.08%
+7.1%
INTU SellINTUIT$673,000
+13.5%
1,773
-2.4%
0.07%
+13.8%
MLI SellMUELLER INDS INC$660,000
+18.3%
18,788
-8.9%
0.07%
+19.7%
WDC SellWESTERN DIGITAL CORP.$660,000
+0.9%
11,907
-33.4%
0.07%
+2.8%
CWB SellSPDR SER TRblmbrg brc cnvrt$653,000
+0.2%
7,886
-16.7%
0.07%
+1.4%
XLY SellSELECT SECTOR SPDR TRsbi cons discr$640,000
-35.7%
3,981
-41.2%
0.07%
-35.2%
IRDM SellIRIDIUM COMMUNICATIONS INC$635,000
+50.1%
16,145
-2.5%
0.07%
+52.2%
TSCO SellTRACTOR SUPPLY CO$626,000
-7.5%
4,451
-5.8%
0.07%
-6.8%
PM SellPHILIP MORRIS INTL INC$626,000
-1.9%
7,562
-11.1%
0.07%0.0%
NVS SellNOVARTIS AGsponsored adr$622,000
-6.5%
6,582
-14.0%
0.07%
-5.6%
AME SellAMETEK INC$622,000
-42.1%
5,139
-52.5%
0.07%
-41.9%
GLW SellCORNING INC$622,000
-7.0%
17,265
-16.4%
0.07%
-6.8%
ON SellON SEMICONDUCTOR CORP$605,000
-6.9%
18,478
-38.3%
0.07%
-7.0%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$586,000
-27.2%
2,517
-8.1%
0.06%
-27.3%
FPA SellFIRST TR EXCH TRD ALPHDX FDasia ex japan$582,000
+1.7%
18,315
-14.9%
0.06%
+3.2%
RELX SellRELX PLCsponsored adr$576,000
-2.4%
23,358
-11.5%
0.06%
-1.6%
FBT SellFIRST TR EXCHANGE-TRADED FDny arca biotech$571,000
-6.2%
3,398
-12.3%
0.06%
-4.5%
EVTC SellEVERTEC INC$569,000
-0.7%
14,468
-12.3%
0.06%
+1.6%
LSCC SellLATTICE SEMICONDUCTOR CORP$571,000
+42.4%
12,456
-10.1%
0.06%
+43.2%
CMTL SellCOMTECH TELECOMMUNICATIONS C$565,000
+30.5%
27,291
-11.7%
0.06%
+31.9%
ADTN SellADTRAN INC$560,000
+22.3%
37,935
-15.1%
0.06%
+24.0%
EWRE SellINVESCO EXCHANGE TRADED FD Ts&p500 eql rel$526,000
-5.7%
18,071
-16.2%
0.06%
-4.9%
CAH SellCARDINAL HEALTH INC$518,000
-19.8%
9,679
-29.6%
0.06%
-18.6%
MTH SellMERITAGE HOMES CORP$517,000
-40.2%
6,242
-20.4%
0.06%
-39.4%
DLN SellWISDOMTREE TRus largecap divd$510,000
-6.6%
4,748
-15.6%
0.06%
-5.1%
DLS SellWISDOMTREE TRintl smcap div$509,000
+1.4%
7,480
-10.7%
0.06%
+1.8%
MTD SellMETTLER TOLEDO INTERNATIONAL$513,000
+12.7%
451
-4.4%
0.06%
+12.0%
ADBE SellADOBE SYSTEMS INCORPORATED$503,000
-23.7%
1,007
-25.1%
0.06%
-23.6%
MLAB SellMESA LABS INC$501,000
-2.7%
1,747
-13.6%
0.06%
-1.8%
HOLX SellHOLOGIC INC$492,000
-6.5%
6,758
-14.5%
0.05%
-5.3%
NKE SellNIKE INCcl b$483,000
-31.9%
3,416
-39.5%
0.05%
-31.2%
UIS SellUNISYS CORP$485,000
+57.5%
24,649
-14.6%
0.05%
+55.9%
DECK SellDECKERS OUTDOOR CORP$469,000
+5.2%
1,636
-19.2%
0.05%
+6.1%
UBT SellPROSHARES TRultra 20yr tre$472,000
-78.2%
7,617
-76.7%
0.05%
-78.0%
DON SellWISDOMTREE TRus midcap divid$463,000
+5.7%
13,308
-12.2%
0.05%
+6.2%
NEM SellNEWMONT CORP$462,000
-36.0%
7,722
-32.1%
0.05%
-35.4%
PSK SellSPDR SER TRwells fg pfd etf$455,000
-11.1%
10,256
-13.0%
0.05%
-10.7%
FEP SellFIRST TR EXCH TRD ALPHDX FDeurope alphadex$452,000
-5.0%
11,841
-17.3%
0.05%
-3.8%
EBAY SellEBAY INC.$447,000
-44.5%
8,895
-42.4%
0.05%
-44.3%
RDY SellDR REDDYS LABS LTDadr$435,000
-37.9%
6,102
-39.4%
0.05%
-36.8%
DG SellDOLLAR GEN CORP NEW$441,000
-44.9%
2,096
-45.1%
0.05%
-44.8%
VST SellVISTRA CORP$440,000
-35.4%
22,363
-38.0%
0.05%
-35.1%
SCHP SellSCHWAB STRATEGIC TRus tips etf$431,000
-12.0%
6,939
-12.8%
0.05%
-11.3%
FFIV SellF5 NETWORKS INC$419,000
+17.0%
2,379
-18.4%
0.05%
+17.9%
DES SellWISDOMTREE TRus smallcap divd$420,000
+10.8%
15,805
-12.0%
0.05%
+12.2%
CP SellCANADIAN PAC RY LTD$422,000
-5.8%
1,218
-17.3%
0.05%
-6.1%
UNFI SellUNITED NAT FOODS INC$413,000
+1.5%
25,840
-5.5%
0.04%
+2.3%
DRW SellWISDOMTREE TRglb ex us rl est$408,000
-8.1%
15,896
-13.0%
0.04%
-6.2%
FEM SellFIRST TR EXCH TRD ALPHDX FDemerg mkt alph$405,000
+0.7%
16,017
-13.8%
0.04%0.0%
TTGT SellTECHTARGET INC$398,000
-13.7%
6,728
-35.8%
0.04%
-12.0%
ILF SellISHARES TRlatn amer 40 etf$397,000
+36.4%
13,528
-2.0%
0.04%
+37.5%
CUBI SellCUSTOMERS BANCORP INC$397,000
+45.4%
21,845
-10.2%
0.04%
+46.7%
FJP SellFIRST TR EXCH TRD ALPHDX FDjapan alphadex$391,000
-8.6%
7,571
-13.7%
0.04%
-8.5%
INTC SellINTEL CORP$389,000
-77.4%
7,810
-76.5%
0.04%
-77.1%
RMD SellRESMED INC$389,000
-32.6%
1,828
-45.7%
0.04%
-31.7%
TTM SellTATA MTRS LTDsponsored adr$393,000
+19.1%
31,224
-14.1%
0.04%
+19.4%
FAF SellFIRST AMERN FINL CORP$380,000
-4.3%
7,368
-5.6%
0.04%
-2.3%
DIM SellWISDOMTREE TRintl midcap dv$384,000
-0.8%
6,043
-12.7%
0.04%0.0%
MUB SellISHARES TRnational mun etf$378,000
-14.9%
3,223
-15.8%
0.04%
-12.5%
ITUB SellITAU UNIBANCO HLDG S Aspon adr rep pfd$378,000
+43.2%
62,127
-6.2%
0.04%
+44.8%
GLD SellSPDR GOLD TR$377,000
-75.8%
2,116
-76.0%
0.04%
-75.9%
TM SellTOYOTA MOTOR CORP$372,000
+4.8%
2,404
-10.3%
0.04%
+5.1%
PGR SellPROGRESSIVE CORP$365,000
-30.9%
3,696
-33.8%
0.04%
-29.8%
EVRG SellEVERGY INC$368,000
+1.1%
6,628
-7.5%
0.04%0.0%
RIO SellRIO TINTO PLCsponsored adr$360,000
-4.3%
4,789
-23.1%
0.04%
-2.4%
FTNT SellFORTINET INC$367,000
-12.8%
2,474
-30.8%
0.04%
-13.0%
ANTM SellANTHEM INC$368,000
-20.0%
1,146
-33.1%
0.04%
-20.0%
NVO SellNOVO-NORDISK A Sadr$356,000
-7.5%
5,103
-8.1%
0.04%
-7.1%
BHP SellBHP GROUP LTDsponsored ads$359,000
-32.6%
5,493
-46.7%
0.04%
-32.8%
XME SellSPDR SER TRs&p metals mng$352,000
+31.3%
10,513
-8.7%
0.04%
+34.5%
DEM SellWISDOMTREE TRemer mkt high fd$342,000
+1.8%
8,321
-12.8%
0.04%
+2.7%
THO SellTHOR INDS INC$347,000
-16.0%
3,728
-14.1%
0.04%
-15.6%
AZN SellASTRAZENECA PLCsponsored adr$341,000
-23.2%
6,812
-15.9%
0.04%
-22.9%
LAD SellLITHIA MTRS INCcl a$334,000
-37.3%
1,142
-51.2%
0.04%
-36.2%
KB SellKB FINL GROUP INCsponsored adr$334,000
+10.2%
8,424
-10.8%
0.04%
+12.1%
LYG SellLLOYDS BANKING GROUP PLCsponsored adr$326,000
+37.0%
166,355
-9.2%
0.04%
+38.5%
PBCT SellPEOPLES UNITED FINANCIAL INC$329,000
+17.9%
25,468
-6.0%
0.04%
+20.0%
MEDP SellMEDPACE HLDGS INC$322,000
+19.7%
2,310
-4.0%
0.04%
+20.7%
FICO SellFAIR ISAAC CORP$322,000
+9.2%
630
-9.1%
0.04%
+9.4%
PAC SellGRUPO AEROPUERTO DEL PACIFICspon adr b$308,000
+10.0%
2,766
-20.3%
0.03%
+13.3%
RHI SellROBERT HALF INTL INC$309,000
+5.8%
4,948
-10.3%
0.03%
+6.2%
CHE SellCHEMED CORP NEW$312,000
-10.9%
585
-19.6%
0.03%
-10.5%
CTSH SellCOGNIZANT TECHNOLOGY SOLUTIOcl a$307,000
-81.8%
3,746
-84.6%
0.03%
-81.4%
SPHD SellINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$302,000
+9.8%
8,033
-3.6%
0.03%
+10.0%
MXI SellISHARES TRglobal mater etf$302,000
+6.7%
3,712
-8.4%
0.03%
+6.5%
WING SellWINGSTOP INC$298,000
-15.1%
2,247
-12.5%
0.03%
-13.2%
WNS SellWNS HLDGS LTDspon adr$299,000
-40.7%
4,143
-47.4%
0.03%
-40.0%
AMED SellAMEDISYS INC$298,000
+16.9%
1,017
-5.6%
0.03%
+17.9%
SDY SellSPDR SER TRs&p divid etf$298,000
+9.2%
2,814
-4.8%
0.03%
+10.0%
EXC SellEXELON CORP$296,000
+2.4%
7,012
-13.1%
0.03%
+6.5%
EMR SellEMERSON ELEC CO$292,000
-7.3%
3,638
-24.2%
0.03%
-5.9%
FVD SellFIRST TR VALUE LINE DIVID IN$288,000
+4.3%
8,222
-6.1%
0.03%
+6.7%
RDSA SellROYAL DUTCH SHELL PLCspons adr a$293,000
+16.7%
8,340
-16.5%
0.03%
+18.5%
DWX SellSPDR INDEX SHS FDSs&p intl etf$289,000
-10.2%
7,903
-17.1%
0.03%
-8.6%
NOBL SellPROSHARES TRs&p 500 dv arist$289,000
+1.8%
3,616
-8.0%
0.03%
+3.2%
MCHP SellMICROCHIP TECHNOLOGY INC.$278,000
+27.5%
2,013
-5.2%
0.03%
+29.2%
AGCO SellAGCO CORP$285,000
+26.7%
2,766
-8.5%
0.03%
+29.2%
DTH SellWISDOMTREE TRitl high div fd$274,000
-4.5%
7,314
-16.3%
0.03%
-3.2%
BKH SellBLACK HILLS CORP$269,000
+9.3%
4,375
-5.1%
0.03%
+11.1%
FLN SellFIRST TR EXCH TRD ALPHDX FDlatin amer alp$272,000
+12.9%
14,024
-13.8%
0.03%
+15.4%
FAST SellFASTENAL CO$274,000
-2.5%
5,615
-9.8%
0.03%
-3.2%
MGIC SellMAGIC SOFTWARE ENTERPRISES Lord$269,000
+1.5%
17,165
-15.0%
0.03%
+3.4%
INDA SellISHARES TRmsci india etf$275,000
-19.1%
6,832
-32.0%
0.03%
-18.9%
FRC SellFIRST REP BK SAN FRANCISCO C$268,000
+23.5%
1,826
-8.1%
0.03%
+20.8%
DIOD SellDIODES INC$260,000
-6.8%
3,695
-25.1%
0.03%
-3.3%
ORAN SellORANGEsponsored adr$264,000
+10.9%
22,236
-3.2%
0.03%
+11.5%
NSP SellINSPERITY INC$255,000
-24.1%
3,135
-39.0%
0.03%
-24.3%
SO SellSOUTHERN CO$257,000
+8.0%
4,185
-4.6%
0.03%
+7.7%
UGI SellUGI CORP NEW$244,000
-1.6%
6,978
-7.0%
0.03%0.0%
EL SellLAUDER ESTEE COS INCcl a$245,000
-91.5%
922
-93.0%
0.03%
-91.4%
RS SellRELIANCE STEEL & ALUMINUM CO$248,000
+6.4%
2,070
-9.3%
0.03%
+8.0%
PSA SellPUBLIC STORAGE$248,000
-7.1%
1,074
-10.4%
0.03%
-6.9%
HMY SellHARMONY GOLD MINING CO LTDsponsored adr$248,000
-25.5%
53,003
-16.1%
0.03%
-25.0%
OC SellOWENS CORNING NEW$250,000
-5.7%
3,297
-14.4%
0.03%
-6.9%
DXJ SellWISDOMTREE TRjapn hedge eqt$239,000
+6.7%
4,387
-3.9%
0.03%
+8.3%
CACC SellCREDIT ACCEP CORP MICH$237,000
-8.8%
684
-10.8%
0.03%
-7.1%
FCN SellFTI CONSULTING INC$235,000
+4.9%
2,101
-0.6%
0.03%
+8.3%
EMN SellEASTMAN CHEM CO$239,000
+18.9%
2,380
-7.7%
0.03%
+18.2%
MNA SellINDEXIQ ETF TRiq mrgr arb etf$239,000
-31.7%
7,156
-31.2%
0.03%
-31.6%
MMC SellMARSH & MCLENNAN COS INC$232,000
-5.3%
1,983
-7.2%
0.02%
-7.4%
UVV SellUNIVERSAL CORP VA$228,000
+6.5%
4,695
-8.1%
0.02%
+8.7%
PPL SellPPL CORP$227,000
-15.6%
8,033
-18.7%
0.02%
-13.8%
HPE SellHEWLETT PACKARD ENTERPRISE C$228,000
-39.7%
19,248
-52.3%
0.02%
-39.0%
RY SellROYAL BK CDA$232,000
+2.7%
2,824
-12.5%
0.02%0.0%
FDX SellFEDEX CORP$232,000
-15.0%
894
-17.7%
0.02%
-16.7%
NRZ SellNEW RESIDENTIAL INVT CORP$223,000
-3.9%
22,468
-23.0%
0.02%
-4.0%
MDLZ SellMONDELEZ INTL INCcl a$221,000
-4.3%
3,772
-6.1%
0.02%
-4.0%
GLUU SellGLU MOBILE INC$217,000
+2.8%
24,065
-12.5%
0.02%
+4.3%
BLDR SellBUILDERS FIRSTSOURCE INC$220,000
-9.1%
5,379
-27.5%
0.02%
-7.7%
FTS SellFORTIS INC$214,000
-7.0%
5,236
-6.8%
0.02%
-4.0%
MBT SellMOBILE TELESYSTEMS PJSCsponsored adr$216,0000.0%24,091
-2.7%
0.02%0.0%
EFG SellISHARES TReafe grwth etf$221,000
+3.8%
2,190
-7.6%
0.02%
+4.3%
BAX SellBAXTER INTL INC$205,000
-26.3%
2,553
-26.2%
0.02%
-23.3%
SJW SellSJW GROUP$208,000
-1.4%
3,002
-13.5%
0.02%0.0%
WSM SellWILLIAMS SONOMA INC$211,0000.0%2,071
-11.1%
0.02%0.0%
LII SellLENNOX INTL INC$203,000
-7.7%
740
-8.5%
0.02%
-8.3%
FTV SellFORTIVE CORP$202,000
-62.2%
2,846
-59.5%
0.02%
-62.1%
RMBS SellRAMBUS INC DEL$201,000
+24.1%
11,510
-2.9%
0.02%
+22.2%
LW SellLAMB WESTON HLDGS INC$204,000
+0.5%
2,588
-15.6%
0.02%0.0%
VIVO SellMERIDIAN BIOSCIENCE INC$191,000
-25.7%
10,244
-32.4%
0.02%
-25.0%
HST SellHOST HOTELS & RESORTS INC$187,000
+34.5%
12,809
-0.7%
0.02%
+40.0%
CYH SellCOMMUNITY HEALTH SYS INC NEW$144,000
+8.3%
19,318
-38.7%
0.02%
+14.3%
PDLI SellPDL BIOPHARMA INC$135,000
-38.4%
54,735
-21.1%
0.02%
-37.5%
CX SellCEMEX SAB DE CVspon adr new$133,000
+29.1%
25,687
-4.8%
0.02%
+36.4%
SBS SellCOMPANHIA DE SANEAMENTO BASIsponsored adr$137,000
-62.9%
15,975
-64.1%
0.02%
-62.5%
SPFF SellGLOBAL X FDSglbx suprinc etf$127,000
-90.2%
10,750
-90.8%
0.01%
-90.1%
MFA SellMFA FINL INC$122,000
-24.2%
31,240
-47.9%
0.01%
-27.8%
DRH SellDIAMONDROCK HOSPITALITY CO$118,000
+51.3%
14,357
-7.2%
0.01%
+62.5%
QD SellQUDIAN INCadr$117,000
-6.4%
84,767
-15.7%
0.01%
-7.1%
SVA SellSINOVAC BIOTECH LTD$119,000
-1.7%
18,372
-1.8%
0.01%0.0%
TEVA SellTEVA PHARMACEUTICAL INDS LTDsponsored ads$106,000
-33.3%
11,014
-37.5%
0.01%
-29.4%
SID SellCOMPANHIA SIDERURGICA NACIONsponsored adr$83,000
+45.6%
13,963
-28.4%
0.01%
+50.0%
AT SellATLANTIC POWER CORP$85,000
-2.3%
40,470
-9.1%
0.01%0.0%
MUFG SellMITSUBISHI UFJ FINL GROUP INsponsored ads$55,0000.0%12,470
-9.5%
0.01%0.0%
OPK SellOPKO HEALTH INC$47,000
+2.2%
11,807
-5.0%
0.01%0.0%
XIN SellXINYUAN REAL ESTATE CO LTDspons adr$49,000
+14.0%
22,132
-3.1%
0.01%0.0%
SUPV SellGRUPO SUPERVIELLE S.A.sponsored adr$22,000
-61.4%
10,387
-67.3%
0.00%
-66.7%
WPG ExitWASHINGTON PRIME GROUP NEW$0-12,841
-100.0%
-0.00%
ZAGG ExitZAGG INC$0-11,531
-100.0%
-0.00%
YPF ExitYPF SOCIEDAD ANONIMAspon adr cl d$0-10,474
-100.0%
-0.00%
CIG ExitCIA ENERGETICA DE MINAS GERAsp adr n-v pfd$0-30,042
-100.0%
-0.01%
INN ExitSUMMIT HOTEL PPTYS INC$0-10,914
-100.0%
-0.01%
AMRX ExitAMNEAL PHARMACEUTICALS INC$0-13,090
-100.0%
-0.01%
TV ExitGRUPO TELEVISA SAspon adr rep ord$0-10,554
-100.0%
-0.01%
BSBR ExitBANCO SANTANDER BRASIL S Aads rep 1 unit$0-15,005
-100.0%
-0.01%
EIGI ExitENDURANCE INTL GROUP HLDGS I$0-13,303
-100.0%
-0.01%
MNKKQ ExitMALLINCKRODT PUB LTD CO$0-98,181
-100.0%
-0.01%
PBR ExitPETROLEO BRASILEIRO SA PETROsponsored adr$0-13,839
-100.0%
-0.01%
BGCP ExitBGC PARTNERS INCcl a$0-45,220
-100.0%
-0.01%
PCG ExitPG&E CORP$0-11,726
-100.0%
-0.01%
PLAB ExitPHOTRONICS INC$0-12,634
-100.0%
-0.01%
JBLU ExitJETBLUE AWYS CORP$0-11,266
-100.0%
-0.01%
KMI ExitKINDER MORGAN INC DEL$0-11,586
-100.0%
-0.02%
AMRN ExitAMARIN CORP PLCspons adr new$0-43,907
-100.0%
-0.02%
QDEL ExitQUIDEL CORP$0-915
-100.0%
-0.02%
CYD ExitCHINA YUCHAI INTL LTD$0-11,341
-100.0%
-0.02%
ENB ExitENBRIDGE INC$0-7,166
-100.0%
-0.02%
PTGX ExitPROTAGONIST THERAPEUTICS INC$0-10,867
-100.0%
-0.02%
VTR ExitVENTAS INC$0-4,963
-100.0%
-0.02%
FMS ExitFRESENIUS MED CARE AG&CO KGAsponsored adr$0-4,915
-100.0%
-0.02%
ZYXI ExitZYNEX INC$0-12,704
-100.0%
-0.02%
MASI ExitMASIMO CORP$0-927
-100.0%
-0.02%
CORT ExitCORCEPT THERAPEUTICS INC$0-13,159
-100.0%
-0.02%
HCSG ExitHEALTHCARE SVCS GROUP INC$0-10,983
-100.0%
-0.03%
SLM ExitSLM CORP$0-30,908
-100.0%
-0.03%
ROK ExitROCKWELL AUTOMATION INC$0-1,116
-100.0%
-0.03%
DKS ExitDICKS SPORTING GOODS INC$0-4,311
-100.0%
-0.03%
EXPD ExitEXPEDITORS INTL WASH INC$0-2,792
-100.0%
-0.03%
MAIN ExitMAIN STR CAP CORP$0-8,971
-100.0%
-0.03%
NOMD ExitNOMAD FOODS LTD$0-10,343
-100.0%
-0.03%
LHCG ExitLHC GROUP INC$0-1,231
-100.0%
-0.03%
PLOW ExitDOUGLAS DYNAMICS INC$0-8,169
-100.0%
-0.03%
HDS ExitHD SUPPLY HLDGS INC$0-6,930
-100.0%
-0.03%
NHI ExitNATIONAL HEALTH INVS INC$0-4,996
-100.0%
-0.03%
PEG ExitPUBLIC SVC ENTERPRISE GRP IN$0-6,384
-100.0%
-0.04%
HLF ExitHERBALIFE NUTRITION LTD$0-7,477
-100.0%
-0.04%
XLNX ExitXILINX INC$0-3,564
-100.0%
-0.04%
LMNX ExitLUMINEX CORP DEL$0-14,086
-100.0%
-0.04%
CHRW ExitC H ROBINSON WORLDWIDE INC$0-3,792
-100.0%
-0.04%
CHA ExitCHINA TELECOM CORP LTD$0-12,954
-100.0%
-0.04%
GS ExitGOLDMAN SACHS GROUP INC$0-1,966
-100.0%
-0.04%
NATI ExitNATIONAL INSTRS CORP$0-11,490
-100.0%
-0.04%
HUN ExitHUNTSMAN CORP$0-18,590
-100.0%
-0.04%
CZR ExitCAESARS ENTMT CORP$0-7,529
-100.0%
-0.05%
EWG ExitISHARES INCmsci germany etf$0-14,816
-100.0%
-0.05%
CPK ExitCHESAPEAKE UTILS CORP$0-5,356
-100.0%
-0.05%
RWO ExitSPDR INDEX SHS FDSdj glb rl es etf$0-12,624
-100.0%
-0.05%
TSU ExitTIM PARTICIPACOES S Asponsored adr$0-50,490
-100.0%
-0.06%
CHH ExitCHOICE HOTELS INTL INC$0-6,882
-100.0%
-0.06%
AXON ExitAXON ENTERPRISE INC$0-8,859
-100.0%
-0.09%
XLI ExitSELECT SECTOR SPDR TRsbi int-inds$0-12,937
-100.0%
-0.11%
BOND ExitPIMCO ETF TRactive bd etf$0-11,776
-100.0%
-0.14%
QIWI ExitQIWI PLCspon adr rep b$0-87,910
-100.0%
-0.17%
IBDL ExitISHARES TRibonds dec20 etf$0-88,518
-100.0%
-0.24%
IBB ExitISHARES TRnasdaq biotech$0-23,369
-100.0%
-0.34%
BWX ExitSPDR SER TRblomberg intl tr$0-360,248
-100.0%
-1.16%
IEI ExitISHARES TR3 7 yr treas bd$0-705,798
-100.0%
-10.26%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VERISK ANALYTICS INC CL A43Q3 20236.1%
ISHARES TR HIGH YLD CORP43Q3 20233.5%
ISHARES TR43Q3 20235.8%
VANGUARD MORTGAGE-BACKED SECURITIES ETF43Q3 20232.8%
ISHARES TR GS CORP BD FD43Q3 20232.7%
VERTEX PHARMACEUTICALS INC43Q3 20232.0%
ISHARES TR43Q3 20233.6%
ISHARES TR43Q3 20232.3%
VANGUARD WORLD FDS43Q3 20232.8%
POWERSHARES S&P INTERNATIONAL DEVELOPED43Q3 20231.0%

View Freedom Investment Management, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-13
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-10-24
13F-HR2022-08-08
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-12

View Freedom Investment Management, Inc.'s complete filings history.

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