FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
State Street Energy Select Sector SPDR ETF
XLE
+$5.32M

Sector Composition

1 Healthcare 7.49%
2 Technology 6.96%
3 Industrials 4.81%
4 Financials 4.03%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$661K 0.04%
40,829
+4,463
452
$660K 0.04%
5,474
+580
453
$660K 0.04%
21,457
+7,916
454
$659K 0.04%
6,662
+2,144
455
$659K 0.04%
6,589
+321
456
$656K 0.04%
22,740
-395
457
$655K 0.04%
29,362
+228
458
$651K 0.04%
11,682
+1,822
459
$643K 0.04%
17,139
+35
460
$640K 0.04%
8,290
+698
461
$639K 0.04%
41,876
+18,204
462
$637K 0.04%
13,262
+1,942
463
$634K 0.03%
16,295
+3,411
464
$631K 0.03%
14,218
+264
465
$628K 0.03%
16,740
+3,353
466
$627K 0.03%
8,920
+748
467
$623K 0.03%
17,014
+28
468
$621K 0.03%
2,567
-457
469
$618K 0.03%
12,160
-703
470
$617K 0.03%
5,211
+123
471
$616K 0.03%
14,598
+383
472
$613K 0.03%
16,460
+1,164
473
$613K 0.03%
53,270
+6,758
474
$608K 0.03%
14,090
+1,056
475
$607K 0.03%
+6,211
17 18
19
20 21