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
526
$415K 0.04%
5,018
-1,374
527
$410K 0.04%
+19,563
528
$409K 0.04%
+17,640
529
$409K 0.04%
+22,783
530
$408K 0.04%
22,116
-8,082
531
$408K 0.04%
3,435
-102
532
$406K 0.04%
281
-296
533
$406K 0.04%
18,603
-5,441
534
$405K 0.04%
3,263
-3,840
535
$405K 0.04%
+7,423
536
$402K 0.04%
2,661
+915
537
$401K 0.04%
24,032
+10,199
538
$401K 0.04%
+24,004
539
$399K 0.04%
4,261
-40
540
$398K 0.04%
9,808
-795
541
$398K 0.04%
3,076
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542
$398K 0.04%
10,301
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543
$397K 0.04%
+13,071
544
$397K 0.04%
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545
$397K 0.04%
2,453
+65
546
$395K 0.04%
+10,106
547
$391K 0.04%
1,905
-3,707
548
$391K 0.04%
13,875
-1,742
549
$391K 0.04%
7,617
-9,354
550
$389K 0.03%
+935
20 21
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