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
651
$396K 0.02%
5,123
+489
652
$396K 0.02%
29,917
+3,140
653
$395K 0.02%
19,030
+2,455
654
$394K 0.02%
2,642
+764
655
$394K 0.02%
55,245
-430
656
$393K 0.02%
6,290
-2,620
657
$392K 0.02%
14,088
+40
658
$392K 0.02%
+13,485
659
$392K 0.02%
41,677
+505
660
$391K 0.02%
5,996
-806
661
$390K 0.02%
19,993
+2,695
662
$389K 0.02%
3,314
-500
663
$387K 0.02%
5,021
+189
664
$386K 0.02%
3,449
-457
665
$385K 0.02%
4,211
+1,859
666
$384K 0.02%
8,554
+841
667
$384K 0.02%
3,987
+667
668
$382K 0.02%
18,232
+1,733
669
$381K 0.02%
+7,982
670
$380K 0.02%
+9,992
671
$380K 0.02%
9,686
+128
672
$380K 0.02%
12,147
-7,333
673
$379K 0.02%
9,841
-247
674
$379K 0.02%
14,793
-1,922
675
$379K 0.02%
+20,463
25 26
27
28 29