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
$770M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$83.3M
2
+$19M
3
+$13.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.93M
5
ORAN
Orange
ORAN
+$4.68M

Top Sells

1
+$73.2M
2
+$9.34M
3
+$5.83M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.9M
5
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.8M

Sector Composition

1 Healthcare 5.57%
2 Technology 5.07%
3 Industrials 4.76%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.26%
+83,002
52
$2M 0.26%
18,278
+450
53
$2M 0.26%
50,597
+13,563
54
$1.98M 0.26%
13,753
+2,162
55
$1.93M 0.25%
21,536
-1,976
56
$1.91M 0.25%
104,711
+3,662
57
$1.89M 0.25%
125,637
+21,520
58
$1.88M 0.24%
257,786
+64,041
59
$1.85M 0.24%
98,522
+1,130
60
$1.81M 0.24%
+175,475
61
$1.74M 0.23%
34,413
+6,437
62
$1.64M 0.21%
22,063
+4,814
63
$1.63M 0.21%
15,630
+2,597
64
$1.61M 0.21%
12,785
-912
65
$1.59M 0.21%
14,226
+3,667
66
$1.59M 0.21%
52,847
+2,436
67
$1.56M 0.2%
16,542
+5,135
68
$1.54M 0.2%
14,766
-375
69
$1.54M 0.2%
18,209
+870
70
$1.54M 0.2%
+30,020
71
$1.53M 0.2%
17,791
+678
72
$1.52M 0.2%
44,434
+1,465
73
$1.51M 0.2%
+71,909
74
$1.5M 0.19%
17,677
+3,193
75
$1.48M 0.19%
30,574
+746
1 2
3
4 5