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
376
$837K 0.05%
20,577
+1,694
377
$835K 0.05%
31,181
-5,785
378
$834K 0.05%
6,945
+390
379
$828K 0.05%
24,099
-85
380
$825K 0.05%
387,101
+11,397
381
$812K 0.04%
17,776
+9,637
382
$811K 0.04%
43,929
+7,311
383
$806K 0.04%
1,200
-138
384
$805K 0.04%
119,825
+10,777
385
$805K 0.04%
63,488
+31,570
386
$804K 0.04%
17,860
-475
387
$804K 0.04%
31,403
+329
388
$799K 0.04%
36,523
+5,134
389
$798K 0.04%
11,110
-1,535
390
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28,603
-367
391
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8,704
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392
$794K 0.04%
7,241
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393
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10,394
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394
$792K 0.04%
23,791
-489
395
$787K 0.04%
26,454
-4,861
396
$786K 0.04%
20,061
-679
397
$785K 0.04%
8,222
+2,728
398
$785K 0.04%
13,201
-2,537
399
$780K 0.04%
12,773
-1,229
400
$780K 0.04%
19,012
-3,463
14 15
16
17 18