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
601
$316K 0.03%
2,391
-565
602
$315K 0.03%
+7,802
603
$314K 0.03%
+1,697
604
$314K 0.03%
5,156
-2,805
605
$313K 0.03%
3,938
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606
$313K 0.03%
2,672
-1,583
607
$311K 0.03%
+121,182
608
$308K 0.03%
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609
$307K 0.03%
+8,556
610
$307K 0.03%
6,650
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11,673
-11,549
612
$303K 0.03%
8,900
-4,563
613
$303K 0.03%
60,337
-91,512
614
$301K 0.03%
42,453
-35,680
615
$301K 0.03%
12,011
-171,969
616
$300K 0.03%
2,240
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617
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4,338
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620
$293K 0.03%
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$291K 0.03%
13,945
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622
$291K 0.03%
3,029
-1,566
623
$290K 0.03%
+2,614
624
$288K 0.03%
12,558
-38,165
625
$285K 0.03%
3,798
-2,467
23 24
25
26 27