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
726
$335K 0.02%
6,623
-9
727
$334K 0.02%
5,425
+75
728
$334K 0.02%
3,748
-95
729
$334K 0.02%
+8,758
730
$333K 0.02%
7,981
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731
$333K 0.02%
2,332
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732
$332K 0.02%
2,662
-142
733
$332K 0.02%
+25,566
734
$331K 0.02%
4,620
-6,881
735
$330K 0.02%
4,283
-747
736
$329K 0.02%
5,771
-1,629
737
$328K 0.02%
3,682
-21
738
$328K 0.02%
5,705
+264
739
$328K 0.02%
13,180
+1,126
740
$328K 0.02%
6,221
-14
741
$327K 0.02%
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$327K 0.02%
15,298
+5,415
743
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6,580
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744
$324K 0.02%
11,365
+1,653
745
$324K 0.02%
11,413
+1,303
746
$319K 0.02%
4,329
+90
747
$319K 0.02%
7,360
-65
748
$319K 0.02%
3,481
-186
749
$318K 0.02%
7,612
+229
750
$318K 0.02%
7,268
+994
28 29
30
31 32