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
751
$84K 0.01%
1,948
-138
752
$82K 0.01%
+13,074
753
$81K 0.01%
+11,499
754
$80K 0.01%
10,059
-3,985
755
$79K 0.01%
+14,865
756
$72K 0.01%
+14,261
757
$54K ﹤0.01%
51,658
-21,482
758
$47K ﹤0.01%
18,811
-5,571
759
$46K ﹤0.01%
+10,200
760
$45K ﹤0.01%
+6,676
761
$45K ﹤0.01%
33,043
-23,315
762
$35K ﹤0.01%
771
-512
763
$33K ﹤0.01%
+1,886
764
$30K ﹤0.01%
+812
765
$25K ﹤0.01%
1,466
-91
766
$23K ﹤0.01%
257
-5
767
$22K ﹤0.01%
16,365
-1,117
768
$22K ﹤0.01%
10,707
-812
769
$16K ﹤0.01%
+7
770
$12K ﹤0.01%
257
-280
771
$12K ﹤0.01%
15,024
-12,607
772
$11K ﹤0.01%
703
-41
773
$5K ﹤0.01%
608
-303
774
– –
-4,973
775
– –
-58,060
29 30
31
32 33