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
826
$265K 0.01%
2,880
-127
827
$265K 0.01%
27,432
+3,182
828
$263K 0.01%
3,017
+128
829
$262K 0.01%
18,225
+705
830
$261K 0.01%
21,931
+5,945
831
$261K 0.01%
+2,958
832
$260K 0.01%
+200
833
$260K 0.01%
+10,168
834
$259K 0.01%
+9,512
835
$258K 0.01%
12,883
+3,906
836
$257K 0.01%
3,746
-77,576
837
$256K 0.01%
13,920
+1,338
838
$256K 0.01%
+8,166
839
$255K 0.01%
5,434
+20
840
$255K 0.01%
3,546
+571
841
$254K 0.01%
+9,497
842
$254K 0.01%
+4,092
843
$253K 0.01%
16,822
-456
844
$253K 0.01%
2,468
-3,473
845
$251K 0.01%
+11,780
846
$251K 0.01%
9,356
-593
847
$251K 0.01%
4,138
-305
848
$250K 0.01%
+3,273
849
$250K 0.01%
6,821
+84
850
$250K 0.01%
6,685
-292
32 33
34
35 36