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
776
$303K 0.02%
+3,344
777
$301K 0.02%
6,272
-36,994
778
$301K 0.02%
6,389
+580
779
$300K 0.02%
4,610
+528
780
$299K 0.02%
1,851
-505
781
$298K 0.02%
+4,645
782
$296K 0.02%
5,340
+958
783
$295K 0.02%
4,232
+782
784
$295K 0.02%
18,809
+3,671
785
$295K 0.02%
9,376
+1,421
786
$294K 0.02%
3,798
+119
787
$293K 0.02%
45,548
-1,475
788
$293K 0.02%
17,959
+3,383
789
$293K 0.02%
6,202
+298
790
$292K 0.02%
+8,943
791
$292K 0.02%
4,527
+140
792
$292K 0.02%
+15,507
793
$286K 0.02%
+5,817
794
$286K 0.02%
15,199
+3,600
795
$286K 0.02%
9,014
+1,264
796
$285K 0.02%
9,225
+27
797
$283K 0.02%
3,722
+205
798
$283K 0.02%
+6,332
799
$283K 0.02%
11,489
+1,398
800
$282K 0.02%
7,928
+832
30 31
32
33 34