FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
851
– –
-19,215
852
– –
-12,962
853
– –
-18,264
854
– –
-54,505
855
– –
-4,302
856
– –
-10,374
857
– –
-3,692
858
– –
-7,027
859
– –
-2,030
860
– –
-9,998
861
– –
-7,358
862
– –
-1,166
863
– –
-20,011
864
– –
-10,590
865
– –
-6,651
866
– –
-928
867
– –
-3,966
868
– –
-4,709
869
– –
-939
870
– –
-12,350
871
– –
-3,845
872
– –
-4,179
873
– –
-3,304
874
– –
-49,959
875
– –
-4,386
33 34
35
36 37