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
276
$497K 0.06%
6,674
+963
277
$495K 0.06%
9,356
-56
278
$493K 0.06%
36,000
+1,100
279
$492K 0.06%
+1,198
280
$492K 0.06%
18,299
+1,326
281
$490K 0.06%
62,325
-3,726
282
$488K 0.06%
40,101
+2,971
283
$487K 0.06%
+13,608
284
$483K 0.06%
+16,592
285
$481K 0.06%
2,935
+1,287
286
$479K 0.06%
13,819
+3,587
287
$477K 0.06%
7,629
+1,447
288
$476K 0.06%
4,351
+252
289
$474K 0.06%
2,479
-257
290
$473K 0.06%
4,199
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291
$471K 0.06%
11,775
-28,867
292
$470K 0.06%
16,114
-3,461
293
$468K 0.06%
4,856
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294
$466K 0.06%
125,823
+77,319
295
$462K 0.06%
59,949
+35,019
296
$458K 0.06%
8,849
-1,970
297
$457K 0.06%
5,507
+1,204
298
$452K 0.06%
3,449
+164
299
$451K 0.06%
5,537
+1,300
300
$448K 0.06%
10,679
+977
10 11
12
13 14