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
401
$778K 0.04%
20,281
+484
402
$776K 0.04%
10,695
+1,145
403
$776K 0.04%
24,038
+4,063
404
$775K 0.04%
14,083
+2,588
405
$774K 0.04%
21,384
+3,518
406
$773K 0.04%
15,735
+1,164
407
$768K 0.04%
36,276
+3,116
408
$768K 0.04%
64,448
+8,314
409
$766K 0.04%
89,527
+29,145
410
$764K 0.04%
11,240
+1,730
411
$763K 0.04%
25,669
+417
412
$756K 0.04%
29,191
+71
413
$754K 0.04%
21,401
+3,090
414
$751K 0.04%
5,030
-158
415
$748K 0.04%
38,639
-444
416
$745K 0.04%
26,053
+8,240
417
$745K 0.04%
8,030
+1,555
418
$744K 0.04%
+15,312
419
$744K 0.04%
16,870
+2,904
420
$738K 0.04%
217,577
-15,356
421
$736K 0.04%
7,133
+3,269
422
$727K 0.04%
15,084
+164
423
$727K 0.04%
19,160
+1,247
424
$725K 0.04%
14,824
-316
425
$722K 0.04%
14,653
+1,211
15 16
17
18 19