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
476
$242K 0.03%
6,679
+429
477
$240K 0.03%
+5,110
478
$240K 0.03%
1,690
+9
479
$240K 0.03%
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480
$240K 0.03%
+4,054
481
$240K 0.03%
+4,865
482
$239K 0.03%
+4,478
483
$238K 0.03%
6,955
+420
484
$237K 0.03%
+29,642
485
$237K 0.03%
+2,769
486
$236K 0.03%
+2,230
487
$235K 0.03%
2,334
-106
488
$234K 0.03%
+5,990
489
$234K 0.03%
4,456
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490
$233K 0.03%
23,895
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491
$233K 0.03%
+21,032
492
$233K 0.03%
5,502
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493
$232K 0.03%
5,027
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494
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495
$231K 0.03%
4,798
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496
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5,180
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497
$230K 0.03%
2,048
-3,341
498
$230K 0.03%
+14,840
499
$228K 0.03%
2,030
-112
500
$228K 0.03%
1,459
-214
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