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
626
$426K 0.02%
87,793
-1,289
627
$425K 0.02%
5,676
+687
628
$425K 0.02%
40,670
+4,875
629
$425K 0.02%
6,149
+217
630
$423K 0.02%
10,297
+2,117
631
$422K 0.02%
+4,903
632
$421K 0.02%
7,709
+237
633
$419K 0.02%
3,091
+40
634
$417K 0.02%
6,793
-1,465
635
$414K 0.02%
15,224
+1,607
636
$414K 0.02%
21,342
+3,022
637
$410K 0.02%
5,546
+131
638
$407K 0.02%
9,017
+2,513
639
$405K 0.02%
8,338
+203
640
$405K 0.02%
21,682
+2,392
641
$404K 0.02%
6,039
-5,122
642
$403K 0.02%
3,396
+1,026
643
$402K 0.02%
10,630
+1,919
644
$401K 0.02%
8,858
+216
645
$401K 0.02%
3,090
-96
646
$400K 0.02%
7,534
-160
647
$398K 0.02%
39,442
-226
648
$398K 0.02%
11,633
+8,562
649
$397K 0.02%
+27,921
650
$397K 0.02%
2,843
-894
24 25
26
27 28