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
676
$244K 0.02%
7,116
-3,048
677
$244K 0.02%
4,991
+312
678
$243K 0.02%
521
-135
679
$242K 0.02%
1,498
-698
680
$241K 0.02%
7,933
-8,867
681
$240K 0.02%
+10,644
682
$239K 0.02%
4,477
-863
683
$237K 0.02%
4,949
-128
684
$237K 0.02%
+10,957
685
$237K 0.02%
14,213
-15,534
686
$235K 0.02%
3,665
+46
687
$233K 0.02%
16,696
-4,148
688
$230K 0.02%
7,452
+255
689
$230K 0.02%
5,955
+1,288
690
$230K 0.02%
1,960
-786
691
$228K 0.02%
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692
$228K 0.02%
4,611
-9,642
693
$228K 0.02%
3,929
-170
694
$226K 0.02%
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695
$225K 0.02%
17,126
-9,279
696
$224K 0.02%
4,920
-54
697
$224K 0.02%
1,101
-1,085
698
$224K 0.02%
4,071
+110
699
$223K 0.02%
4,184
-13,296
700
$223K 0.02%
+847
26 27
28
29 30