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
576
$474K 0.03%
5,283
+228
577
$472K 0.03%
3,580
+423
578
$472K 0.03%
9,790
+280
579
$471K 0.03%
5,788
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580
$470K 0.03%
8,310
+667
581
$469K 0.03%
+12,727
582
$467K 0.03%
5,419
-225
583
$467K 0.03%
10,981
+8,098
584
$466K 0.03%
2,517
+116
585
$466K 0.03%
8,840
-8,800
586
$466K 0.03%
13,589
+1,729
587
$465K 0.03%
3,339
+63
588
$460K 0.03%
15,495
-314
589
$459K 0.03%
62,908
-102
590
$458K 0.03%
11,137
-1,489
591
$458K 0.03%
4,238
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592
$458K 0.03%
79,624
+67,996
593
$457K 0.03%
18,994
+806
594
$457K 0.03%
39,820
+369
595
$456K 0.03%
6,904
-1,178
596
$455K 0.03%
2,220
+120
597
$455K 0.03%
5,869
-117
598
$453K 0.02%
3,425
+330
599
$452K 0.02%
10,727
+972
600
$451K 0.02%
16,748
-152
22 23
24
25 26