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
276
$1.14M 0.06%
19,667
+2,480
277
$1.14M 0.06%
22,376
-597
278
$1.13M 0.06%
7,347
+868
279
$1.13M 0.06%
15,411
+622
280
$1.13M 0.06%
22,733
+2,319
281
$1.12M 0.06%
22,186
+1,269
282
$1.12M 0.06%
21,916
+3,279
283
$1.12M 0.06%
13,169
-631
284
$1.12M 0.06%
22,702
+3,130
285
$1.12M 0.06%
13,883
+906
286
$1.11M 0.06%
22,781
+2,066
287
$1.11M 0.06%
22,669
-2,018
288
$1.11M 0.06%
+43,473
289
$1.1M 0.06%
44,105
+2,265
290
$1.1M 0.06%
43,886
+2,259
291
$1.1M 0.06%
147,335
+20,955
292
$1.1M 0.06%
+12,677
293
$1.09M 0.06%
29,279
+266
294
$1.09M 0.06%
14,721
+631
295
$1.08M 0.06%
876
-45
296
$1.08M 0.06%
48,429
+5,118
297
$1.07M 0.06%
8,390
-1,122
298
$1.07M 0.06%
92,150
+14,850
299
$1.07M 0.06%
135,788
+14,561
300
$1.06M 0.06%
+11,063
10 11
12
13 14