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
601
$451K 0.02%
2,882
+310
602
$451K 0.02%
143,595
-6,801
603
$451K 0.02%
21,144
+3,175
604
$446K 0.02%
+15,032
605
$446K 0.02%
6,284
+388
606
$445K 0.02%
12,513
+6,773
607
$444K 0.02%
7,473
+2,873
608
$444K 0.02%
7,406
+647
609
$442K 0.02%
3,242
-306
610
$442K 0.02%
26,078
+3,644
611
$440K 0.02%
21,238
+2,490
612
$439K 0.02%
9,111
+934
613
$439K 0.02%
6,911
+2,561
614
$438K 0.02%
2,359
-249
615
$436K 0.02%
8,178
-1,385
616
$434K 0.02%
4,565
-983
617
$434K 0.02%
11,251
+418
618
$433K 0.02%
7,995
+164
619
$432K 0.02%
13,155
+1,770
620
$431K 0.02%
6,696
+332
621
$431K 0.02%
2,511
-676
622
$430K 0.02%
6,663
+804
623
$429K 0.02%
10,578
+1,685
624
$427K 0.02%
2,235
-2,085
625
$427K 0.02%
3,672
+540
23 24
25
26 27