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
$1.82B
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$16.8M
3
+$4.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.98M
5
DLR icon
Digital Realty Trust
DLR
+$2.58M

Top Sells

1
+$39.8M
2
+$21.1M
3
+$17.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.23M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.32M

Sector Composition

1 Healthcare 7.49%
2 Technology 7.01%
3 Industrials 4.76%
4 Financials 4.03%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.07%
28,061
-2,215
227
$1.35M 0.07%
13,226
+1,271
228
$1.33M 0.07%
14,752
+1,138
229
$1.33M 0.07%
10,593
+438
230
$1.32M 0.07%
6,426
+319
231
$1.31M 0.07%
19,275
+590
232
$1.31M 0.07%
17,100
+884
233
$1.31M 0.07%
6,760
-348
234
$1.31M 0.07%
29,986
+4,179
235
$1.3M 0.07%
11,652
-876
236
$1.28M 0.07%
51,733
+5,336
237
$1.28M 0.07%
14,728
+536
238
$1.28M 0.07%
11,499
-4,819
239
$1.28M 0.07%
26,380
+7,568
240
$1.28M 0.07%
9,655
+907
241
$1.27M 0.07%
285,280
+65,680
242
$1.27M 0.07%
60,159
+5,553
243
$1.27M 0.07%
59,933
+4,818
244
$1.27M 0.07%
56,323
+5,758
245
$1.27M 0.07%
59,089
+6,446
246
$1.27M 0.07%
21,847
+2,256
247
$1.27M 0.07%
+59,320
248
$1.26M 0.07%
22,486
+5,842
249
$1.26M 0.07%
56,085
+7,030
250
$1.25M 0.07%
19,640
-1,855
8 9
10
11 12