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
526
$531K 0.03%
18,184
+10,653
527
$528K 0.03%
102,204
+14,768
528
$527K 0.03%
14,361
+993
529
$525K 0.03%
29,327
-1,285
530
$524K 0.03%
5,311
+882
531
$523K 0.03%
10,884
-1,419
532
$523K 0.03%
26,366
+5,628
533
$521K 0.03%
8,697
+567
534
$521K 0.03%
50,606
+1,370
535
$520K 0.03%
24,044
+2,266
536
$519K 0.03%
15,376
+1,013
537
$518K 0.03%
4,646
+12
538
$516K 0.03%
+3,831
539
$515K 0.03%
13,767
+3,792
540
$514K 0.03%
9,935
+811
541
$514K 0.03%
25,972
+300
542
$513K 0.03%
25,640
-3,150
543
$511K 0.03%
8,293
+740
544
$510K 0.03%
5,444
-486
545
$510K 0.03%
+18,832
546
$510K 0.03%
9,760
-357
547
$510K 0.03%
33,887
-765
548
$509K 0.03%
3,580
+416
549
$507K 0.03%
3,938
-364
550
$504K 0.03%
27,203
+1,340
20 21
22
23 24