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
351
$779K 0.07%
12,621
+5,175
352
$776K 0.07%
2,547
-1,048
353
$771K 0.07%
8,477
-3,793
354
$770K 0.07%
2,388
-574
355
$769K 0.07%
19,710
-671
356
$765K 0.07%
3,045
-140
357
$759K 0.07%
1,579
-214
358
$756K 0.07%
5,682
-8,547
359
$755K 0.07%
41,122
-49,772
360
$752K 0.07%
13,268
-10,115
361
$749K 0.07%
14,904
-6,949
362
$746K 0.07%
85,072
+32,183
363
$746K 0.07%
9,174
-3,732
364
$735K 0.07%
5,552
-7,147
365
$732K 0.07%
24,654
-9,106
366
$731K 0.07%
31,116
-3,131
367
$729K 0.07%
22,370
+8,646
368
$728K 0.07%
12,255
-330
369
$725K 0.07%
17,149
+6,729
370
$723K 0.06%
13,529
+5,245
371
$723K 0.06%
5,493
+1,978
372
$721K 0.06%
5,627
+2,105
373
$720K 0.06%
8,628
-6,413
374
$715K 0.06%
7,536
+2,888
375
$711K 0.06%
7,009
-14,501
13 14
15
16 17