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
376
$708K 0.06%
+45,788
377
$708K 0.06%
5,341
-1,198
378
$702K 0.06%
8,388
-7,661
379
$702K 0.06%
1,874
-158
380
$699K 0.06%
18,942
+5,018
381
$697K 0.06%
13,141
+804
382
$694K 0.06%
17,889
-6,447
383
$691K 0.06%
14,261
-30,195
384
$690K 0.06%
3,228
-541
385
$676K 0.06%
21,159
+4,149
386
$675K 0.06%
1,901
+443
387
$674K 0.06%
12,932
-3,296
388
$674K 0.06%
7,828
-237
389
$672K 0.06%
22,026
-96,983
390
$672K 0.06%
8,060
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391
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31,589
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392
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3,202
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393
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17,227
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394
$665K 0.06%
9,461
-1,149
395
$664K 0.06%
31,466
-3,743
396
$660K 0.06%
17,462
+5,614
397
$657K 0.06%
17,120
+3,164
398
$654K 0.06%
19,632
-10,860
399
$649K 0.06%
30,816
-3,686
400
$648K 0.06%
+6,294
14 15
16
17 18