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
851
$250K 0.01%
+7,704
852
$249K 0.01%
3,130
-807
853
$249K 0.01%
5,278
+148
854
$249K 0.01%
7,214
+224
855
$248K 0.01%
+6,862
856
$247K 0.01%
231
+5
857
$247K 0.01%
+5,319
858
$246K 0.01%
+11,188
859
$245K 0.01%
8,302
+463
860
$244K 0.01%
3,145
+250
861
$242K 0.01%
+4,831
862
$240K 0.01%
536
-22
863
$240K 0.01%
13,591
+1,659
864
$238K 0.01%
6,332
+273
865
$238K 0.01%
7,142
-86
866
$237K 0.01%
4,392
-6,650
867
$237K 0.01%
+5,974
868
$237K 0.01%
3,781
+387
869
$237K 0.01%
+11,520
870
$236K 0.01%
+6,443
871
$236K 0.01%
+8,536
872
$236K 0.01%
3,942
-500
873
$235K 0.01%
6,332
-25,885
874
$232K 0.01%
+3,205
875
$232K 0.01%
+1,563
33 34
35
36 37