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
376
$334K 0.04%
8,391
+2,246
377
$334K 0.04%
+4,627
378
$332K 0.04%
6,268
+85
379
$331K 0.04%
11,465
+1,390
380
$329K 0.04%
25,834
-3,400
381
$327K 0.04%
13,440
+80
382
$327K 0.04%
12,716
+1,480
383
$325K 0.04%
15,531
+4,754
384
$324K 0.04%
+5,720
385
$324K 0.04%
+5,575
386
$323K 0.04%
5,327
+217
387
$322K 0.04%
13,392
-2,438
388
$321K 0.04%
+4,435
389
$321K 0.04%
3,177
+512
390
$320K 0.04%
+7,864
391
$318K 0.04%
11,829
-822
392
$316K 0.04%
3,399
+636
393
$315K 0.04%
2,735
+437
394
$314K 0.04%
8,781
+841
395
$312K 0.04%
4,763
+153
396
$311K 0.04%
+7,523
397
$309K 0.04%
9,788
+414
398
$308K 0.04%
5,193
+110
399
$307K 0.04%
+5,510
400
$305K 0.04%
5,055
+545
14 15
16
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