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
676
$378K 0.02%
10,619
+616
677
$378K 0.02%
16,881
+1,652
678
$377K 0.02%
+11,547
679
$376K 0.02%
20,727
-21
680
$376K 0.02%
+3,521
681
$376K 0.02%
+5,589
682
$375K 0.02%
16,520
-797
683
$373K 0.02%
10,578
+95
684
$372K 0.02%
+6,231
685
$370K 0.02%
+6,182
686
$370K 0.02%
27,307
-1,672
687
$370K 0.02%
80,380
-4,138
688
$369K 0.02%
12,740
+195
689
$368K 0.02%
4,825
+608
690
$368K 0.02%
3,496
+327
691
$367K 0.02%
33,508
+5,260
692
$367K 0.02%
4,324
+578
693
$366K 0.02%
8,399
-560
694
$365K 0.02%
2,468
-32
695
$365K 0.02%
11,429
-1,907
696
$365K 0.02%
5,112
+335
697
$364K 0.02%
7,665
-3,319
698
$363K 0.02%
1,262
-56
699
$362K 0.02%
13,536
+356
700
$362K 0.02%
4,285
+357
26 27
28
29 30