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
401
$642K 0.06%
30,694
-3,643
402
$641K 0.06%
24,854
+10,533
403
$638K 0.06%
3,432
+2
404
$636K 0.06%
7,254
-2,904
405
$635K 0.06%
13,150
-4,687
406
$634K 0.06%
12,798
+5,323
407
$633K 0.06%
31,705
-218
408
$632K 0.06%
3,017
-987
409
$629K 0.06%
10,841
-3,287
410
$628K 0.06%
+7,271
411
$627K 0.06%
+33,165
412
$626K 0.06%
10,003
-4,472
413
$625K 0.06%
21,088
+8,031
414
$625K 0.06%
+16,309
415
$623K 0.06%
16,998
+2,493
416
$620K 0.06%
8,989
+1,923
417
$619K 0.06%
6,205
-1,930
418
$618K 0.06%
9,036
+1,257
419
$618K 0.06%
5,609
+1,850
420
$617K 0.06%
8,332
+192
421
$616K 0.06%
9,541
-1,549
422
$612K 0.05%
17,289
-45
423
$608K 0.05%
2,025
+172
424
$602K 0.05%
37,826
+19,404
425
$602K 0.05%
+12,033
15 16
17
18 19