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
876
$232K 0.01%
15,203
+934
877
$231K 0.01%
+6,848
878
$231K 0.01%
+9,871
879
$230K 0.01%
2,915
-368
880
$229K 0.01%
52,182
+278
881
$229K 0.01%
6,094
-340
882
$228K 0.01%
+627
883
$227K 0.01%
+3,090
884
$227K 0.01%
6,323
+1,155
885
$226K 0.01%
1,919
-3,332
886
$225K 0.01%
1,258
+212
887
$225K 0.01%
2,577
+41
888
$223K 0.01%
+6,751
889
$223K 0.01%
10,539
+408
890
$223K 0.01%
+4,673
891
$222K 0.01%
23,411
-8,862
892
$221K 0.01%
9,930
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893
$221K 0.01%
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894
$221K 0.01%
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895
$220K 0.01%
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896
$220K 0.01%
3,500
-449
897
$219K 0.01%
+3,002
898
$219K 0.01%
4,647
-2,524
899
$219K 0.01%
4,813
+94
900
$219K 0.01%
2,394
-332
34 35
36
37 38