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
476
$606K 0.03%
5,223
-1,014
477
$604K 0.03%
4,969
-127
478
$604K 0.03%
17,684
+481
479
$601K 0.03%
6,115
-303
480
$599K 0.03%
11,844
+716
481
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10,169
+1,173
482
$598K 0.03%
39,757
+26,817
483
$597K 0.03%
39,327
+7,516
484
$585K 0.03%
3,254
-8,677
485
$585K 0.03%
15,135
+1,317
486
$584K 0.03%
20,033
-34
487
$583K 0.03%
92,521
+54,687
488
$582K 0.03%
3,118
-2,155
489
$580K 0.03%
39,424
-13,899
490
$580K 0.03%
20,571
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$580K 0.03%
6,721
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492
$574K 0.03%
24,934
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493
$568K 0.03%
7,352
-88
494
$565K 0.03%
13,104
+1,188
495
$563K 0.03%
7,862
+823
496
$563K 0.03%
13,346
+1,345
497
$562K 0.03%
+5,052
498
$562K 0.03%
3,586
+909
499
$560K 0.03%
10,862
-206
500
$560K 0.03%
10,146
-8,167
18 19
20
21 22