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
301
$1.05M 0.06%
10,457
+1,535
302
$1.05M 0.06%
149,539
-7,240
303
$1.05M 0.06%
12,544
+847
304
$1.05M 0.06%
15,800
+141
305
$1.04M 0.06%
17,327
-6,188
306
$1.04M 0.06%
+54,656
307
$1.04M 0.06%
5,128
-300
308
$1.03M 0.06%
25,396
+3,772
309
$1.03M 0.06%
20,098
+2,385
310
$1.03M 0.06%
42,526
+7,958
311
$1.02M 0.06%
18,287
+3,455
312
$1.02M 0.06%
57,550
+5,540
313
$1.02M 0.06%
40,649
+4,184
314
$1.02M 0.06%
5,849
-781
315
$1.02M 0.06%
+30,225
316
$1.01M 0.06%
18,929
+1,523
317
$1.01M 0.06%
7,588
+300
318
$1M 0.06%
8,004
+636
319
$1M 0.06%
15,516
-1,339
320
$1M 0.05%
34,284
+2,208
321
$992K 0.05%
31,921
-1,143
322
$991K 0.05%
+51,370
323
$990K 0.05%
20,016
+1,207
324
$987K 0.05%
5,041
-480
325
$986K 0.05%
164,864
+24,010
11 12
13
14 15