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
501
$443K 0.04%
+14,000
502
$439K 0.04%
+28,014
503
$437K 0.04%
+7,052
504
$436K 0.04%
+3,382
505
$436K 0.04%
3,680
-5,209
506
$435K 0.04%
+15,555
507
$432K 0.04%
+19,927
508
$432K 0.04%
83,139
+16,910
509
$429K 0.04%
+1,240
510
$429K 0.04%
+4,176
511
$428K 0.04%
2,883
-2,936
512
$425K 0.04%
4,634
+934
513
$424K 0.04%
+30,832
514
$424K 0.04%
13,945
+2,063
515
$424K 0.04%
+1,169
516
$423K 0.04%
+1,692
517
$422K 0.04%
2,811
+125
518
$422K 0.04%
3,700
-343
519
$421K 0.04%
16,303
-282,313
520
$420K 0.04%
2,889
+748
521
$418K 0.04%
3,368
-4,212
522
$417K 0.04%
+4,337
523
$416K 0.04%
959
-13
524
$416K 0.04%
+10,341
525
$416K 0.04%
11,187
+2,007
19 20
21
22 23