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
901
$218K 0.01%
+6,178
902
$218K 0.01%
8,644
-476
903
$217K 0.01%
+6,915
904
$217K 0.01%
4,025
-638
905
$216K 0.01%
+3,270
906
$216K 0.01%
14,077
+1,665
907
$216K 0.01%
1,809
+26
908
$215K 0.01%
19,933
+1,669
909
$215K 0.01%
361
-18
910
$215K 0.01%
5,361
+644
911
$215K 0.01%
5,780
-3,917
912
$214K 0.01%
+3,961
913
$213K 0.01%
+17,948
914
$213K 0.01%
+3,728
915
$212K 0.01%
+1,609
916
$211K 0.01%
13,623
-49
917
$211K 0.01%
+4,978
918
$211K 0.01%
+4,318
919
$211K 0.01%
+4,596
920
$210K 0.01%
+5,215
921
$210K 0.01%
+9,019
922
$210K 0.01%
+5,253
923
$208K 0.01%
3,420
-6,704
924
$208K 0.01%
+4,137
925
$207K 0.01%
1,642
-363
35 36
37
38 39