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
26
$7.99M 0.44%
72,370
-18,313
27
$7.83M 0.43%
203,296
-16,724
28
$7.32M 0.4%
234,224
-10,370
29
$7.14M 0.39%
137,350
+5,091
30
$6.31M 0.35%
56,357
+67
31
$6.15M 0.34%
390,981
-9,058
32
$6.03M 0.33%
32,335
+1,770
33
$5.86M 0.32%
40,165
+5,685
34
$5.55M 0.3%
384,562
-159,586
35
$5.36M 0.29%
66,194
-1,506
36
$5.16M 0.28%
44,220
+10,979
37
$4.96M 0.27%
58,712
-97,471
38
$4.59M 0.25%
27,337
+3,836
39
$4.36M 0.24%
229,562
+17,809
40
$4.33M 0.24%
178,340
+17,520
41
$4.23M 0.23%
184,071
+13,619
42
$4.17M 0.23%
75,777
-3,276
43
$4.16M 0.23%
16,346
-175
44
$4.14M 0.23%
79,870
-833
45
$4.12M 0.23%
122,556
+9,206
46
$4.12M 0.23%
78,053
-1,733
47
$4.05M 0.22%
39,409
-4,265
48
$4.03M 0.22%
31,363
+572
49
$4.02M 0.22%
244,594
-5,591
50
$3.98M 0.22%
208,822
+2,594
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