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
426
$720K 0.04%
11,478
-420
427
$720K 0.04%
+30,894
428
$706K 0.04%
3,943
+274
429
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10,802
+241
430
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25,173
+1,299
431
$698K 0.04%
6,812
-2,039
432
$697K 0.04%
105,835
+8,340
433
$697K 0.04%
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434
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-2,445
435
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66,217
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436
$691K 0.04%
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437
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3,816
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438
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57,177
+8,013
439
$679K 0.04%
6,643
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440
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441
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442
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78,180
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443
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19,158
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444
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11,786
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445
$667K 0.04%
23,433
+2,913
446
$665K 0.04%
11,664
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447
$665K 0.04%
8,008
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448
$664K 0.04%
11,683
-124
449
$662K 0.04%
8,108
+220
450
$661K 0.04%
2,975
+58
16 17
18
19 20