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
451
$255K 0.03%
4,294
-42
452
$255K 0.03%
3,684
+152
453
$255K 0.03%
+750
454
$255K 0.03%
+10,877
455
$254K 0.03%
+22,323
456
$254K 0.03%
9,799
+879
457
$254K 0.03%
7,850
+834
458
$253K 0.03%
16,411
-110
459
$253K 0.03%
4,821
+350
460
$252K 0.03%
+6,858
461
$252K 0.03%
4,514
+580
462
$251K 0.03%
8,218
+1,026
463
$251K 0.03%
4,097
+653
464
$250K 0.03%
3,659
-740
465
$250K 0.03%
21,156
+134
466
$248K 0.03%
54,448
+3,906
467
$248K 0.03%
12,153
-167
468
$247K 0.03%
+7,167
469
$247K 0.03%
9,534
+916
470
$246K 0.03%
11,898
+3,429
471
$246K 0.03%
5,393
+469
472
$244K 0.03%
+9,808
473
$244K 0.03%
+7,042
474
$242K 0.03%
+3,237
475
$242K 0.03%
+3,665
17 18
19
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