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
26
$4.18M 0.54%
165,636
+20,144
27
$3.99M 0.52%
82,139
+170
28
$3.99M 0.52%
73,582
+28,646
29
$3.81M 0.5%
61,360
+21,461
30
$3.81M 0.5%
45,147
+18,749
31
$3.73M 0.48%
24,641
+8,484
32
$3.64M 0.47%
92,064
+37,421
33
$3.6M 0.47%
78,663
+8,185
34
$3.45M 0.45%
63,700
+8,071
35
$3.39M 0.44%
+66,824
36
$3.35M 0.44%
41,214
+16,164
37
$3.34M 0.43%
+70,681
38
$3.27M 0.43%
88,168
+34,538
39
$2.97M 0.39%
11,663
+4,489
40
$2.88M 0.37%
58,473
+24,830
41
$2.88M 0.37%
336,843
+25,673
42
$2.61M 0.34%
89,556
+9,430
43
$2.6M 0.34%
+178,655
44
$2.54M 0.33%
70,076
+2,672
45
$2.52M 0.33%
+66,510
46
$2.38M 0.31%
+9,249
47
$2.33M 0.3%
89,701
+9,337
48
$2.25M 0.29%
20,919
+94
49
$2.07M 0.27%
19,816
-1,481
50
$2.04M 0.26%
17,086
+2,873
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