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
526
$191K 0.02%
11,797
-1,191
527
$189K 0.02%
25,092
+11,860
528
$182K 0.02%
+10,157
529
$180K 0.02%
31,032
-2,222
530
$180K 0.02%
18,912
+1,205
531
$179K 0.02%
4,315
-47
532
$178K 0.02%
21,093
-269
533
$171K 0.02%
7,105
-1,747
534
$167K 0.02%
+24,963
535
$166K 0.02%
16,390
+254
536
$162K 0.02%
644
+23
537
$155K 0.02%
11,269
-566
538
$151K 0.02%
12,440
-64,234
539
$150K 0.02%
12,794
+4
540
$148K 0.02%
16,381
-59,201
541
$139K 0.02%
+25,954
542
$126K 0.02%
22,701
-963
543
$124K 0.02%
+15,183
544
$123K 0.02%
7,685
-35,110
545
$119K 0.02%
14,662
+1,033
546
$101K 0.01%
11,182
+623
547
$98K 0.01%
106,516
+7,267
548
$98K 0.01%
8,522
+628
549
$96K 0.01%
13,320
+871
550
$94K 0.01%
+2,639
20 21
22
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