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
451
$539K 0.05%
14,320
+820
452
$538K 0.05%
9,282
+1,031
453
$530K 0.05%
2,673
-44
454
$530K 0.05%
3,493
-6,885
455
$527K 0.05%
+4,614
456
$526K 0.05%
+7,421
457
$526K 0.05%
8,163
-1,084
458
$524K 0.05%
19,225
-13,275
459
$520K 0.05%
16,254
-372
460
$518K 0.05%
+9,842
461
$516K 0.05%
83,391
+71,767
462
$515K 0.05%
6,686
-513
463
$514K 0.05%
5,148
-607
464
$514K 0.05%
9,170
+3,241
465
$509K 0.05%
22,613
-4,830
466
$509K 0.05%
3,421
-332
467
$507K 0.05%
5,970
+3,079
468
$507K 0.05%
10,327
-3,497
469
$506K 0.05%
8,819
+688
470
$502K 0.05%
5,123
+2,230
471
$502K 0.05%
+1,133
472
$499K 0.04%
3,298
-4,000
473
$499K 0.04%
+8,695
474
$495K 0.04%
7,989
-7,117
475
$494K 0.04%
108,071
+95,179
17 18
19
20 21