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
251
$546K 0.07%
20,658
+386
252
$545K 0.07%
34,610
+3,047
253
$543K 0.07%
5,740
+368
254
$542K 0.07%
19,635
-330
255
$541K 0.07%
+5,988
256
$540K 0.07%
+5,367
257
$537K 0.07%
17,415
+361
258
$535K 0.07%
13,530
+108
259
$531K 0.07%
9,008
-994
260
$531K 0.07%
14,984
+476
261
$531K 0.07%
32,769
+2,626
262
$529K 0.07%
35,979
+3,454
263
$528K 0.07%
22,844
+12,836
264
$522K 0.07%
5,215
-1,106
265
$517K 0.07%
18,179
-4,120
266
$516K 0.07%
23,389
+12,284
267
$514K 0.07%
15,260
-11,855
268
$514K 0.07%
14,156
-93
269
$512K 0.07%
10,858
+1,376
270
$509K 0.07%
7,371
+1,014
271
$506K 0.07%
4,581
+380
272
$504K 0.07%
4,180
+363
273
$503K 0.07%
14,040
-1,960
274
$502K 0.07%
+36,940
275
$498K 0.06%
43,039
-7,623
9 10
11
12 13