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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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 +$80.8M
2 +$18.6M
3 +$13.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.62M
5
QLTB
ISHARES BAA BA RATED CORP BOND FUND
QLTB
+$4.45M

Sector Composition

1 Healthcare 5.57%
2 Technology 4.99%
3 Industrials 4.84%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-10,234
577
-12,155
578
-75,137
579
-8,674
580
-2,083
581
-8,889
582
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583
-7,943
584
-30,007
585
-5,999
586
-9,932
587
-13,970
588
-24,105
589
-4,620
590
-9,406
591
-3,036
592
-5,722
593
-16,266
594
-57,362
595
-671
596
-34,324
597
-48,120
598
-22,192
599
-24,105
600
-5,646