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
476
$491K 0.04%
2,350
-429
477
$490K 0.04%
4,171
-150
478
$483K 0.04%
11,230
+540
479
$481K 0.04%
1,927
-87
480
$480K 0.04%
5,179
-1,436
481
$477K 0.04%
6,408
-2,226
482
$470K 0.04%
41,489
-36,714
483
$470K 0.04%
5,106
+167
484
$470K 0.04%
+17,769
485
$469K 0.04%
21,355
-957
486
$467K 0.04%
3,452
-6,776
487
$465K 0.04%
5,853
-1,478
488
$464K 0.04%
16,253
-4,563
489
$461K 0.04%
+29,367
490
$460K 0.04%
5,854
-7,520
491
$459K 0.04%
16,455
-2,352
492
$459K 0.04%
+18,835
493
$456K 0.04%
20,073
-58,269
494
$455K 0.04%
2,257
-961
495
$452K 0.04%
28,745
-9
496
$448K 0.04%
7,562
+188
497
$446K 0.04%
16,826
+459
498
$445K 0.04%
+5,194
499
$444K 0.04%
17,841
-18,652
500
$443K 0.04%
1,849
+968
18 19
20
21 22