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
251
$1.25M 0.07%
43,892
+1,219
252
$1.25M 0.07%
24,557
+3,908
253
$1.25M 0.07%
71,203
+8,669
254
$1.25M 0.07%
22,386
+2,378
255
$1.24M 0.07%
12,192
+1,846
256
$1.23M 0.07%
11,408
+729
257
$1.22M 0.07%
20,609
+265
258
$1.22M 0.07%
12,308
-248
259
$1.22M 0.07%
15,766
-2,254
260
$1.21M 0.07%
40,464
+3,693
261
$1.21M 0.07%
12,052
+2,973
262
$1.21M 0.07%
19,258
+1,782
263
$1.21M 0.07%
40,091
+88
264
$1.19M 0.07%
15,729
+1,592
265
$1.19M 0.07%
9,975
+1,051
266
$1.18M 0.06%
32,675
-10,390
267
$1.18M 0.06%
8,038
-3,937
268
$1.17M 0.06%
63,177
+26,986
269
$1.17M 0.06%
190,050
+116,700
270
$1.17M 0.06%
23,473
+3,301
271
$1.17M 0.06%
14,176
+232
272
$1.16M 0.06%
17,469
+691
273
$1.15M 0.06%
13,869
-742
274
$1.15M 0.06%
14,824
+1,533
275
$1.14M 0.06%
18,035
+2,663
9 10
11
12 13