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
701
$360K 0.02%
5,215
+84
702
$359K 0.02%
9,470
+1,607
703
$358K 0.02%
+14,494
704
$357K 0.02%
2,118
-2,001
705
$353K 0.02%
12,516
+2,184
706
$352K 0.02%
+19,570
707
$352K 0.02%
6,593
+808
708
$351K 0.02%
2,939
-291
709
$351K 0.02%
51,135
+11,354
710
$351K 0.02%
5,822
+509
711
$350K 0.02%
+10,695
712
$349K 0.02%
19,251
+3,664
713
$349K 0.02%
+4,348
714
$348K 0.02%
+5,420
715
$347K 0.02%
+5,003
716
$347K 0.02%
+10,502
717
$345K 0.02%
4,908
-670
718
$343K 0.02%
22,841
+2,502
719
$343K 0.02%
21,819
-21,104
720
$342K 0.02%
21,925
+10,787
721
$342K 0.02%
3,367
+468
722
$339K 0.02%
15,587
+2,881
723
$337K 0.02%
14,051
+904
724
$337K 0.02%
11,305
-1,903
725
$335K 0.02%
10,882
+604
27 28
29
30 31