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
$1.12B
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
926
– –
-2,370
927
– –
-1,813
928
– –
-1,888
929
– –
-2,838
930
– –
-8,172
931
– –
-4,744
932
– –
-1,412
933
– –
-2,825
934
– –
-27,127
935
– –
-4,709
936
– –
-939
937
– –
-2,489
938
– –
-2,358
939
– –
-6,930
940
– –
-6,332
941
– –
-13,194
942
– –
-724
943
– –
-3,495
944
– –
-2,808
945
– –
-10,939
946
– –
-915
947
– –
-4,523
948
– –
-22,041
949
– –
-112,819
950
– –
-52,501
36 37
38
39 40