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
301
$961K 0.09%
4,244
+579
302
$958K 0.09%
9,172
-2,352
303
$957K 0.09%
10,583
-14,062
304
$957K 0.09%
47,874
+29,005
305
$951K 0.09%
39,697
-1,542
306
$950K 0.09%
6,141
-7,471
307
$944K 0.08%
13,074
-697
308
$943K 0.08%
7,660
+2,440
309
$940K 0.08%
47,080
+32,125
310
$935K 0.08%
+11,377
311
$934K 0.08%
4,114
-651
312
$926K 0.08%
6,981
-1,046
313
$924K 0.08%
51,118
+3,902
314
$922K 0.08%
8,259
+2,114
315
$914K 0.08%
13,775
-798
316
$911K 0.08%
14,860
+1,007
317
$909K 0.08%
25,029
-29,869
318
$904K 0.08%
17,237
-477
319
$899K 0.08%
3,959
-1,759
320
$895K 0.08%
3,450
+360
321
$894K 0.08%
7,528
-1,316
322
$884K 0.08%
2,650
+468
323
$879K 0.08%
37,431
-11,460
324
$879K 0.08%
+3,671
325
$876K 0.08%
+28,125
11 12
13
14 15