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
801
$282K 0.02%
+3,444
802
$281K 0.02%
5,401
+547
803
$280K 0.02%
+8,493
804
$280K 0.02%
+13,359
805
$280K 0.02%
4,254
+333
806
$279K 0.02%
5,158
+426
807
$278K 0.02%
6,082
+391
808
$278K 0.02%
41,817
-715
809
$275K 0.02%
3,294
+56
810
$275K 0.02%
11,165
+1,425
811
$275K 0.02%
13,993
+1,219
812
$274K 0.02%
+4,587
813
$273K 0.02%
17,587
-57
814
$273K 0.02%
5,763
+438
815
$272K 0.01%
3,348
+571
816
$271K 0.01%
3,632
-490
817
$270K 0.01%
+6,399
818
$270K 0.01%
9,289
+1,635
819
$269K 0.01%
1,720
+44
820
$269K 0.01%
+4,441
821
$268K 0.01%
11,317
+1,349
822
$268K 0.01%
14,033
-70
823
$267K 0.01%
+8,821
824
$266K 0.01%
4,405
-81
825
$266K 0.01%
12,453
-742
31 32
33
34 35