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
501
$560K 0.03%
63,032
-3,089
502
$559K 0.03%
892
+45
503
$558K 0.03%
11,415
+576
504
$558K 0.03%
5,206
+101
505
$557K 0.03%
+6,798
506
$557K 0.03%
13,317
+493
507
$556K 0.03%
28,632
+6,456
508
$553K 0.03%
80,851
+3,807
509
$551K 0.03%
9,885
+184
510
$549K 0.03%
16,464
+1,215
511
$545K 0.03%
10,147
-7,356
512
$545K 0.03%
6,138
+2,234
513
$544K 0.03%
41,625
-24,031
514
$543K 0.03%
68,250
+11,053
515
$542K 0.03%
16,838
+470
516
$540K 0.03%
12,633
+227
517
$538K 0.03%
11,458
-226
518
$537K 0.03%
12,640
+1,364
519
$537K 0.03%
6,477
+3,650
520
$536K 0.03%
10,824
+790
521
$535K 0.03%
11,112
+1,218
522
$535K 0.03%
+5,032
523
$532K 0.03%
86,030
+2,834
524
$532K 0.03%
20,093
+1,529
525
$532K 0.03%
3,344
-8,265
19 20
21
22 23