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
26
$6.48M 0.58%
53,585
+2,849
27
$6.44M 0.58%
36,359
+10,548
28
$6.14M 0.55%
195,965
+36,100
29
$5.98M 0.54%
338,765
+183,707
30
$5.82M 0.52%
129,039
+70,863
31
$5.76M 0.52%
110,584
-46,103
32
$5.73M 0.51%
62,534
+9,900
33
$5.73M 0.51%
104,486
-115,272
34
$5.7M 0.51%
73,040
-25,239
35
$5.66M 0.51%
161,020
+86,800
36
$5.63M 0.5%
114,059
-56,100
37
$5.59M 0.5%
124,382
-79,552
38
$5.53M 0.5%
110,127
-122,756
39
$5.49M 0.49%
145,560
+76,440
40
$5.49M 0.49%
24,685
+2,179
41
$5.47M 0.49%
74,870
+1,215
42
$5.46M 0.49%
235,286
-262,814
43
$5.41M 0.49%
51,908
+2,564
44
$5.35M 0.48%
17,367
-6,461
45
$5.34M 0.48%
49,691
+3,090
46
$5.32M 0.48%
127,346
-10,334
47
$5.07M 0.46%
60,870
+13,304
48
$4.88M 0.44%
97,470
-74,145
49
$4.78M 0.43%
11,648
+2,646
50
$4.76M 0.43%
17,788
+5,099
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