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
351
$353K 0.05%
9,320
+954
352
$353K 0.05%
6,084
-427
353
$353K 0.05%
30,293
+5,929
354
$352K 0.05%
8,310
+288
355
$352K 0.05%
12,958
-1,770
356
$349K 0.05%
3,660
+464
357
$349K 0.05%
364
+17
358
$347K 0.05%
+13,005
359
$346K 0.04%
3,759
+453
360
$346K 0.04%
11,354
+1,478
361
$345K 0.04%
17,110
+1,138
362
$344K 0.04%
34,170
-8,380
363
$344K 0.04%
5,479
-537
364
$342K 0.04%
10,097
+831
365
$342K 0.04%
+14,577
366
$340K 0.04%
14,967
+1,612
367
$339K 0.04%
16,838
+1,239
368
$339K 0.04%
10,942
+507
369
$337K 0.04%
7,981
+1,243
370
$336K 0.04%
8,933
+372
371
$336K 0.04%
7,809
-114
372
$336K 0.04%
13,256
+2,465
373
$335K 0.04%
+18,300
374
$335K 0.04%
15,180
+1,616
375
$335K 0.04%
15,465
+1,631
13 14
15
16 17