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
351
$896K 0.05%
26,507
-1,845
352
$888K 0.05%
10,387
+2,105
353
$886K 0.05%
16,424
+1,561
354
$882K 0.05%
6,494
-135
355
$882K 0.05%
11,548
+842
356
$880K 0.05%
91,988
+3,425
357
$879K 0.05%
20,095
-1,829
358
$877K 0.05%
6,658
+586
359
$875K 0.05%
5,435
+1,834
360
$875K 0.05%
13,852
+692
361
$873K 0.05%
6,407
+155
362
$871K 0.05%
18,829
+7,441
363
$864K 0.05%
16,304
+2,094
364
$862K 0.05%
3,542
+5
365
$862K 0.05%
+30,264
366
$857K 0.05%
31,692
-20,322
367
$855K 0.05%
+35,231
368
$854K 0.05%
25,321
+4,176
369
$854K 0.05%
18,006
-17,919
370
$853K 0.05%
19,284
+43
371
$851K 0.05%
47,970
-5,244
372
$851K 0.05%
8,715
+132
373
$851K 0.05%
7,340
+2,572
374
$849K 0.05%
22,361
-22,172
375
$846K 0.05%
+16,405
13 14
15
16 17