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
$1.12B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.02M
3
+$6.18M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$3.92M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.7M

Top Sells

1
+$22.1M
2
+$11.8M
3
+$7.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.83M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.32M

Sector Composition

1 Technology 12.69%
2 Healthcare 8.44%
3 Financials 7.57%
4 Industrials 5.62%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.12%
34,743
+24,664
227
$1.3M 0.12%
15,111
-8,797
228
$1.29M 0.12%
13,405
-2,302
229
$1.28M 0.11%
9,503
+5,290
230
$1.27M 0.11%
5,135
-92
231
$1.26M 0.11%
14,827
+2,479
232
$1.26M 0.11%
81,747
+21,246
233
$1.25M 0.11%
91,789
-64,946
234
$1.24M 0.11%
28,586
+934
235
$1.24M 0.11%
12,056
+793
236
$1.23M 0.11%
5,188
+184
237
$1.23M 0.11%
12,591
-36,481
238
$1.23M 0.11%
+40,754
239
$1.22M 0.11%
+19,206
240
$1.22M 0.11%
18,631
+4,489
241
$1.22M 0.11%
18,294
-24,592
242
$1.21M 0.11%
25,955
-3,403
243
$1.21M 0.11%
12,310
-2,447
244
$1.2M 0.11%
17,497
+12,966
245
$1.2M 0.11%
33,947
+11,696
246
$1.2M 0.11%
8,972
-2,133
247
$1.19M 0.11%
62,741
-47,444
248
$1.19M 0.11%
17,141
+12,694
249
$1.18M 0.11%
6,283
+814
250
$1.17M 0.11%
13,301
+808
8 9
10
11 12