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
551
$501K 0.03%
2,112
+322
552
$501K 0.03%
7,530
-70
553
$500K 0.03%
+10,323
554
$498K 0.03%
11,465
+2,025
555
$497K 0.03%
14,684
-5,054
556
$497K 0.03%
3,276
+299
557
$496K 0.03%
49,393
+33,311
558
$494K 0.03%
3,433
+376
559
$490K 0.03%
14,403
+524
560
$489K 0.03%
1,500
-339
561
$487K 0.03%
4,672
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562
$486K 0.03%
7,563
-590
563
$486K 0.03%
19,610
+1,876
564
$485K 0.03%
3,879
+74
565
$485K 0.03%
7,790
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566
$485K 0.03%
16,814
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567
$485K 0.03%
2,395
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568
$484K 0.03%
6,657
-22
569
$481K 0.03%
32,035
+4,616
570
$480K 0.03%
9,459
+300
571
$480K 0.03%
40,651
+9,012
572
$478K 0.03%
6,047
+140
573
$478K 0.03%
3,444
+490
574
$477K 0.03%
13,257
+280
575
$474K 0.03%
8,893
+2,399
21 22
23
24 25