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
426
$273K 0.04%
5,895
-181
427
$271K 0.04%
6,053
+1,124
428
$271K 0.04%
+15,399
429
$270K 0.04%
6,149
+1,271
430
$269K 0.03%
12,002
+3,845
431
$269K 0.03%
3,646
-352
432
$269K 0.03%
2,873
+11
433
$269K 0.03%
15,764
-1,704
434
$268K 0.03%
27,537
+16,947
435
$265K 0.03%
2,899
+384
436
$265K 0.03%
4,349
+611
437
$265K 0.03%
+3,666
438
$265K 0.03%
3,979
+227
439
$264K 0.03%
4,914
+1,049
440
$264K 0.03%
+11,140
441
$263K 0.03%
+9,186
442
$263K 0.03%
4,169
+86
443
$263K 0.03%
15,001
+101
444
$263K 0.03%
+2,530
445
$262K 0.03%
9,335
-486
446
$262K 0.03%
2,084
-31
447
$262K 0.03%
12,981
+1,994
448
$258K 0.03%
+5,050
449
$257K 0.03%
+10,256
450
$257K 0.03%
14,143
+795
16 17
18
19 20