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
326
$393K 0.05%
11,857
-698
327
$391K 0.05%
9,158
-802
328
$391K 0.05%
7,956
+306
329
$390K 0.05%
36,391
+3,051
330
$385K 0.05%
160,975
+13,826
331
$383K 0.05%
4,063
+747
332
$383K 0.05%
4,588
+286
333
$383K 0.05%
7,920
+652
334
$382K 0.05%
11,213
+949
335
$379K 0.05%
15,246
+372
336
$377K 0.05%
6,386
+1,901
337
$377K 0.05%
32,383
+2,400
338
$376K 0.05%
2,921
+517
339
$374K 0.05%
2,526
-2,592
340
$370K 0.05%
3,888
+612
341
$369K 0.05%
6,885
-72
342
$367K 0.05%
9,213
-683
343
$366K 0.05%
+14,040
344
$365K 0.05%
+13,399
345
$364K 0.05%
+6,702
346
$361K 0.05%
14,195
+86
347
$360K 0.05%
+15,658
348
$358K 0.05%
4,051
-260
349
$357K 0.05%
14,354
+784
350
$355K 0.05%
15,382
+195
12 13
14
15 16