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
51
$4.67M 0.42%
19,354
+9,589
52
$4.63M 0.42%
41,989
+26,068
53
$4.62M 0.41%
24,725
+4,169
54
$4.61M 0.41%
94,238
-59,754
55
$4.51M 0.4%
29,549
+8,247
56
$4.49M 0.4%
20,898
+6,503
57
$4.44M 0.4%
89,099
-13,501
58
$4.43M 0.4%
128,448
+73,949
59
$4.41M 0.4%
165,490
+1,660
60
$4.4M 0.39%
12,252
-2,577
61
$4.29M 0.39%
208,980
-19,415
62
$4.28M 0.38%
90,402
+2,412
63
$3.97M 0.36%
15,974
+5,160
64
$3.95M 0.35%
5,914
+2,058
65
$3.95M 0.35%
39,851
+12,133
66
$3.94M 0.35%
152,424
-117,058
67
$3.91M 0.35%
78,406
-59,826
68
$3.86M 0.35%
88,211
-29,354
69
$3.7M 0.33%
22,720
-7,720
70
$3.65M 0.33%
30,538
-40,641
71
$3.62M 0.33%
27,874
-7,058
72
$3.6M 0.32%
35,900
+31,724
73
$3.59M 0.32%
78,352
+26,166
74
$3.55M 0.32%
45,597
-8,067
75
$3.52M 0.32%
68,156
-11,976
1 2
3
4 5