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
301
$444K 0.06%
11,505
+653
302
$442K 0.06%
14,963
+5,497
303
$440K 0.06%
27,529
+16,938
304
$437K 0.06%
10,956
-108
305
$437K 0.06%
+2,360
306
$436K 0.06%
7,288
+1,205
307
$436K 0.06%
18,483
+1,878
308
$432K 0.06%
+7,220
309
$426K 0.06%
23,827
+3,988
310
$425K 0.06%
+2,366
311
$418K 0.05%
7,449
+802
312
$418K 0.05%
20,523
+1,271
313
$417K 0.05%
+1,230
314
$417K 0.05%
5,166
+1,513
315
$417K 0.05%
17,625
-294
316
$416K 0.05%
13,078
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317
$416K 0.05%
9,352
-592
318
$415K 0.05%
7,894
+877
319
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+18,968
320
$408K 0.05%
49,339
-1,012
321
$406K 0.05%
22,284
+3,800
322
$404K 0.05%
6,725
-249
323
$397K 0.05%
8,127
+217
324
$396K 0.05%
7,398
+235
325
$395K 0.05%
14,142
-1,215
11 12
13
14 15