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
726
$202K 0.02%
+1,449
727
$201K 0.02%
7,455
-3,636
728
$201K 0.02%
+6,203
729
$200K 0.02%
+6,198
730
$197K 0.02%
10,140
-5,352
731
$193K 0.02%
+923
732
$181K 0.02%
+14,863
733
$169K 0.02%
15,501
-1,395
734
$153K 0.01%
22,629
-27,612
735
$149K 0.01%
13,775
-9,074
736
$141K 0.01%
12,628
+332
737
$129K 0.01%
20,314
-640
738
$123K 0.01%
+13,925
739
$118K 0.01%
12,884
-21,798
740
$115K 0.01%
10,202
-7,883
741
$111K 0.01%
17,220
-165
742
$109K 0.01%
10,109
-4,604
743
$105K 0.01%
13,194
-14,770
744
$98K 0.01%
12,026
-1,993
745
$96K 0.01%
+20,125
746
$93K 0.01%
+12,057
747
$90K 0.01%
23,171
-20,185
748
$86K 0.01%
+11,814
749
$85K 0.01%
20,071
-3,273
750
$84K 0.01%
16,536
-54
28 29
30
31 32