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
626
$285K 0.03%
20,248
-12,311
627
$283K 0.03%
4,770
-4,626
628
$283K 0.03%
1,680
-646
629
$283K 0.03%
11,551
-34,722
630
$282K 0.03%
+1,415
631
$281K 0.03%
+6,148
632
$280K 0.03%
1,748
-341
633
$280K 0.03%
8,145
-9,465
634
$280K 0.03%
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-20
635
$280K 0.03%
7,245
-3,720
636
$278K 0.02%
671
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637
$277K 0.02%
4,919
-295
638
$276K 0.02%
5,709
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639
$275K 0.02%
+3,550
640
$275K 0.02%
5,112
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641
$274K 0.02%
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642
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643
$273K 0.02%
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644
$272K 0.02%
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645
$271K 0.02%
994
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646
$271K 0.02%
3,101
-1,938
647
$270K 0.02%
+5,470
648
$267K 0.02%
10,659
-2,488
649
$265K 0.02%
+36,497
650
$263K 0.02%
+10,076
24 25
26
27 28