FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$38.1M
2
+$16.6M
3
+$4.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3M
5
DLR icon
Digital Realty Trust
DLR
+$2.52M

Top Sells

1
+$39.8M
2
+$21.2M
3
+$17.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.24M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.05M

Sector Composition

1 Healthcare 7.49%
2 Technology 6.96%
3 Industrials 4.82%
4 Financials 4.03%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$318K 0.02%
13,058
+2,319
752
$317K 0.02%
7,615
+465
753
$317K 0.02%
12,958
+989
754
$316K 0.02%
3,385
-721
755
$316K 0.02%
23,108
+2,252
756
$316K 0.02%
18,147
+3,575
757
$315K 0.02%
17,018
+2,803
758
$313K 0.02%
+7,166
759
$312K 0.02%
+14,816
760
$311K 0.02%
6,801
+817
761
$311K 0.02%
1,893
-282
762
$311K 0.02%
3,528
+640
763
$311K 0.02%
4,738
-383
764
$311K 0.02%
32,436
+4,341
765
$310K 0.02%
+1,341
766
$310K 0.02%
2,812
-35
767
$310K 0.02%
7,429
+114
768
$310K 0.02%
10,760
+1,902
769
$309K 0.02%
12,271
-6,605
770
$309K 0.02%
2,283
+392
771
$307K 0.02%
8,020
+139
772
$306K 0.02%
2,924
-1,969
773
$305K 0.02%
17,794
-228
774
$304K 0.02%
8,057
-1,298
775
$303K 0.02%
3,871
+480
29 30
31
32 33