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
251
$1.17M 0.1%
2,567
-427
252
$1.16M 0.1%
78,572
+50,833
253
$1.16M 0.1%
23,780
-5,070
254
$1.16M 0.1%
+12,206
255
$1.14M 0.1%
24,439
+17,695
256
$1.14M 0.1%
8,043
-1,205
257
$1.14M 0.1%
18,140
+12,690
258
$1.14M 0.1%
6,860
-1,426
259
$1.13M 0.1%
18,057
-6,172
260
$1.13M 0.1%
21,050
-9,260
261
$1.13M 0.1%
11,142
-9,053
262
$1.13M 0.1%
18,056
+6,068
263
$1.11M 0.1%
4,257
-1,554
264
$1.1M 0.1%
7,661
+2,506
265
$1.1M 0.1%
+52,458
266
$1.1M 0.1%
286,070
-29,342
267
$1.1M 0.1%
2,335
-935
268
$1.1M 0.1%
3,240
-157
269
$1.1M 0.1%
+10,844
270
$1.1M 0.1%
23,565
-6,220
271
$1.09M 0.1%
+40,603
272
$1.09M 0.1%
+21,236
273
$1.09M 0.1%
7,003
-721
274
$1.09M 0.1%
2,496
+211
275
$1.07M 0.1%
+14,615
9 10
11
12 13