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
276
$1.07M 0.1%
+22,017
277
$1.06M 0.09%
15,480
-27,615
278
$1.05M 0.09%
15,530
-27,070
279
$1.04M 0.09%
40,555
+2,224
280
$1.04M 0.09%
53,229
+7,957
281
$1.04M 0.09%
14,225
-20,128
282
$1.03M 0.09%
19,434
+3,912
283
$1.03M 0.09%
6,485
+4,857
284
$1.02M 0.09%
5,067
-10,501
285
$1.02M 0.09%
8,531
+42
286
$1.01M 0.09%
+21,003
287
$1.01M 0.09%
4,545
-4,408
288
$1.01M 0.09%
10,490
-4,324
289
$1.01M 0.09%
3,511
+408
290
$1.01M 0.09%
+33,042
291
$1M 0.09%
19,813
-4,353
292
$997K 0.09%
9,919
+298
293
$991K 0.09%
36,310
-230
294
$990K 0.09%
16,630
-41,753
295
$990K 0.09%
3,235
-3,851
296
$986K 0.09%
8,975
-2,996
297
$981K 0.09%
11,657
-359
298
$971K 0.09%
6,794
+802
299
$970K 0.09%
54,352
-23
300
$969K 0.09%
13,939
+1,533
10 11
12
13 14