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
551
$389K 0.03%
1,952
+818
552
$389K 0.03%
4,563
-4,565
553
$386K 0.03%
+13,187
554
$385K 0.03%
860
-2,449
555
$385K 0.03%
4,854
+150
556
$384K 0.03%
3,723
+249
557
$380K 0.03%
3,473
+408
558
$379K 0.03%
9,993
-2,171
559
$377K 0.03%
+17,332
560
$376K 0.03%
9,502
-3,914
561
$375K 0.03%
+3,182
562
$375K 0.03%
3,189
-1,018
563
$374K 0.03%
10,592
+853
564
$371K 0.03%
2,537
-4,542
565
$369K 0.03%
11,561
-7,899
566
$365K 0.03%
7,864
-1,904
567
$363K 0.03%
15,611
+2,476
568
$362K 0.03%
+17,326
569
$359K 0.03%
3,442
+205
570
$359K 0.03%
+2,265
571
$358K 0.03%
+2,083
572
$358K 0.03%
7,123
-384
573
$357K 0.03%
4,924
-1,483
574
$356K 0.03%
1,254
-678
575
$356K 0.03%
+6,188
21 22
23
24 25