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
$770M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$83.3M
2
+$19M
3
+$13.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.93M
5
ORAN
Orange
ORAN
+$4.68M

Top Sells

1
+$73.2M
2
+$9.34M
3
+$5.83M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.9M
5
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.8M

Sector Composition

1 Healthcare 5.57%
2 Technology 5.07%
3 Industrials 4.76%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$611K 0.08%
9,988
-840
227
$608K 0.08%
5,329
+525
228
$607K 0.08%
+25,784
229
$606K 0.08%
+531
230
$606K 0.08%
7,000
+659
231
$605K 0.08%
8,973
+2,967
232
$605K 0.08%
16,666
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233
$600K 0.08%
19,690
+501
234
$596K 0.08%
9,958
+2,214
235
$593K 0.08%
11,914
+7,322
236
$588K 0.08%
15,898
+6,474
237
$586K 0.08%
14,098
+46
238
$582K 0.08%
4,256
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239
$580K 0.08%
4,072
-131
240
$578K 0.08%
15,826
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241
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+5,829
242
$568K 0.07%
+14,448
243
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18,336
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244
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12,136
-2,413
245
$557K 0.07%
+7,092
246
$557K 0.07%
7,914
+1,221
247
$554K 0.07%
+10,575
248
$553K 0.07%
4,565
+817
249
$551K 0.07%
+7,531
250
$547K 0.07%
20,572
+2,052
8 9
10
11 12