We are live on ! Find out more
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
601
-11,265
602
-12,668
603
-3,508
604
-13,888
605
-11,906
606
-6,103
607
-14,230
608
$0 ﹤0.01%
+13,987
609
-26
610
-26,348
611
-11,406
612
-21,200