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
401
$305K 0.04%
7,354
+318
402
$305K 0.04%
+12,170
403
$304K 0.04%
19,600
+240
404
$303K 0.04%
8,957
+428
405
$302K 0.04%
3,599
+681
406
$296K 0.04%
1,538
+234
407
$296K 0.04%
56,519
+34,761
408
$294K 0.04%
6,516
-840
409
$294K 0.04%
5,736
-114
410
$292K 0.04%
+11,732
411
$288K 0.04%
+11,972
412
$285K 0.04%
10,725
-1,198
413
$285K 0.04%
+7,539
414
$285K 0.04%
+8,875
415
$283K 0.04%
2,719
+425
416
$283K 0.04%
9,319
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417
$283K 0.04%
13,368
-1,560
418
$283K 0.04%
15,641
+2,281
419
$281K 0.04%
8,578
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420
$281K 0.04%
5,347
-637
421
$278K 0.04%
7,117
-465
422
$278K 0.04%
7,588
-882
423
$277K 0.04%
2,133
+297
424
$275K 0.04%
+6,185
425
$274K 0.04%
59,351
+3,847
15 16
17
18 19