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
51
$3.91M 0.21%
21,325
+1,278
52
$3.85M 0.21%
12,391
+1,737
53
$3.73M 0.2%
151,336
+4,811
54
$3.71M 0.2%
97,326
+7,413
55
$3.67M 0.2%
32,159
+3,386
56
$3.64M 0.2%
25,775
+185
57
$3.56M 0.2%
145,989
+65,996
58
$3.52M 0.19%
47,288
+2,462
59
$3.48M 0.19%
53,927
+22,742
60
$3.45M 0.19%
42,040
+10,745
61
$3.41M 0.19%
115,408
+333
62
$3.4M 0.19%
69,920
+6,300
63
$3.37M 0.19%
43,915
+7,146
64
$3.3M 0.18%
63,661
-8,052
65
$3.26M 0.18%
85,648
+2,722
66
$3.25M 0.18%
532,046
-25,945
67
$3.25M 0.18%
83,671
-18,562
68
$3.24M 0.18%
35,656
+1,603
69
$3.24M 0.18%
24,908
-488
70
$3.21M 0.18%
27,958
+2,110
71
$3.14M 0.17%
23,655
+453
72
$3.1M 0.17%
514,061
-322,234
73
$3.02M 0.17%
20,500
+2,199
74
$2.99M 0.16%
64,742
+24,345
75
$2.83M 0.16%
77,232
+4,868
1 2
3
4 5