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
576
$354K 0.03%
2,123
-2,661
577
$350K 0.03%
2,102
-362
578
$349K 0.03%
2,048
-64
579
$348K 0.03%
+6,592
580
$348K 0.03%
15,585
+689
581
$346K 0.03%
34,361
+23,337
582
$344K 0.03%
23,077
-24,157
583
$342K 0.03%
2,860
-127
584
$341K 0.03%
5,038
-3,009
585
$341K 0.03%
6,318
-1,092
586
$340K 0.03%
4,282
-4,692
587
$337K 0.03%
2,080
-541
588
$334K 0.03%
31,401
-29,947
589
$331K 0.03%
22,110
-9,259
590
$330K 0.03%
1,122
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591
$329K 0.03%
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592
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2,170
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593
$327K 0.03%
2,429
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594
$325K 0.03%
9,424
+1,372
595
$324K 0.03%
+4,033
596
$324K 0.03%
6,381
+379
597
$323K 0.03%
7,699
-15,833
598
$322K 0.03%
1,284
-198
599
$319K 0.03%
4,396
+1,276
600
$317K 0.03%
2,890
-76
22 23
24
25 26