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
651
$261K 0.02%
2,995
-266
652
$260K 0.02%
+10,976
653
$259K 0.02%
+10,470
654
$258K 0.02%
9,932
+170
655
$257K 0.02%
+5,615
656
$257K 0.02%
+53,900
657
$256K 0.02%
21,880
-101,053
658
$255K 0.02%
9,558
+164
659
$255K 0.02%
11,270
+277
660
$254K 0.02%
10,481
+69
661
$254K 0.02%
1,059
-110
662
$253K 0.02%
9,931
+171
663
$253K 0.02%
1,450
+26
664
$252K 0.02%
10,416
+33
665
$251K 0.02%
10,328
+198
666
$251K 0.02%
9,887
+174
667
$250K 0.02%
2,873
-21
668
$247K 0.02%
479
-1,572
669
$247K 0.02%
+7,097
670
$246K 0.02%
4,899
+750
671
$246K 0.02%
+2,612
672
$245K 0.02%
14,504
+54
673
$245K 0.02%
7,080
-8,996
674
$245K 0.02%
9,508
+1,175
675
$245K 0.02%
+4,954
25 26
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