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
501
$227K 0.03%
5,674
+882
502
$226K 0.03%
5,658
+400
503
$226K 0.03%
+2,157
504
$225K 0.03%
3,673
-142
505
$225K 0.03%
11,830
+680
506
$222K 0.03%
+1,958
507
$222K 0.03%
4,945
-2,688
508
$222K 0.03%
+6,004
509
$221K 0.03%
+8,702
510
$220K 0.03%
+2,036
511
$217K 0.03%
+2,553
512
$216K 0.03%
+2,137
513
$214K 0.03%
+6,903
514
$213K 0.03%
+5,746
515
$211K 0.03%
5,144
-390
516
$211K 0.03%
2,668
-294
517
$210K 0.03%
+3,047
518
$208K 0.03%
+8,523
519
$208K 0.03%
+4,453
520
$207K 0.03%
8,746
-1,100
521
$207K 0.03%
+6,143
522
$207K 0.03%
+2,653
523
$207K 0.03%
11,430
-2,490
524
$204K 0.03%
+8,160
525
$193K 0.03%
55,719
+39,395
19 20
21
22 23