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
326
$975K 0.05%
18,843
+771
327
$972K 0.05%
42,750
+3,915
328
$967K 0.05%
13,861
+1,408
329
$964K 0.05%
27,569
+1,318
330
$962K 0.05%
4,911
+363
331
$957K 0.05%
19,465
+1,199
332
$956K 0.05%
12,607
+5,602
333
$956K 0.05%
40,511
+3,482
334
$956K 0.05%
37,901
+6,723
335
$951K 0.05%
5,010
-377
336
$949K 0.05%
26,221
-11,084
337
$945K 0.05%
+16,891
338
$937K 0.05%
7,622
+211
339
$933K 0.05%
12,582
+610
340
$928K 0.05%
40,663
-13,617
341
$925K 0.05%
17,840
+2,581
342
$924K 0.05%
37,695
+4,450
343
$924K 0.05%
25,308
+4,586
344
$923K 0.05%
20,970
+1,916
345
$920K 0.05%
27,913
+4,261
346
$913K 0.05%
5,288
-50
347
$913K 0.05%
31,882
+769
348
$906K 0.05%
6,461
-315
349
$905K 0.05%
50,831
-1,573
350
$900K 0.05%
12,462
+504
12 13
14
15 16