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
326
$870K 0.08%
+59,475
327
$868K 0.08%
3,592
+102
328
$864K 0.08%
6,116
+182
329
$859K 0.08%
18,261
-1,906
330
$853K 0.08%
7,973
+2,063
331
$852K 0.08%
10,104
-13,987
332
$846K 0.08%
4,846
+11
333
$840K 0.08%
+20,335
334
$834K 0.07%
32,656
-12,956
335
$834K 0.07%
83,670
-73,687
336
$833K 0.07%
10,178
-6,144
337
$828K 0.07%
8,295
+572
338
$823K 0.07%
+5,805
339
$820K 0.07%
38,158
-37,442
340
$817K 0.07%
8,923
+2,135
341
$815K 0.07%
10,458
-2,387
342
$806K 0.07%
4,089
-2,508
343
$806K 0.07%
13,635
+2,598
344
$804K 0.07%
88,019
-95,066
345
$791K 0.07%
+5,013
346
$786K 0.07%
6,643
-582
347
$786K 0.07%
7,655
-2,872
348
$785K 0.07%
+5,992
349
$782K 0.07%
15,762
-981
350
$781K 0.07%
11,245
+8,147
12 13
14
15 16