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
701
$223K 0.02%
739
-587
702
$222K 0.02%
+3,439
703
$222K 0.02%
6,162
-3,059
704
$221K 0.02%
9,414
+157
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$220K 0.02%
11,367
-90,925
706
$220K 0.02%
1,682
+232
707
$220K 0.02%
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-750
708
$220K 0.02%
5,875
-1,519
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$220K 0.02%
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-2,569
710
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-487
711
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3,472
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712
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3,213
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713
$216K 0.02%
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714
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+1,650
715
$212K 0.02%
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716
$212K 0.02%
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717
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718
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719
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6,452
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720
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+3,239
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722
$204K 0.02%
9,419
+2,082
723
$204K 0.02%
881
-12
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$204K 0.02%
842
-1,999
725
$202K 0.02%
11,723
-4,605
27 28
29
30 31