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
951
$171K 0.01%
15,240
-165
952
$170K 0.01%
33,429
+719
953
$165K 0.01%
18,754
+6,747
954
$165K 0.01%
+14,521
955
$164K 0.01%
19,584
+3,526
956
$156K 0.01%
17,474
-1,337
957
$151K 0.01%
+12,504
958
$150K 0.01%
19,055
+1,032
959
$142K 0.01%
11,943
+1,007
960
$142K 0.01%
+13,199
961
$136K 0.01%
13,422
-2,426
962
$135K 0.01%
13,803
-239
963
$135K 0.01%
1,804
-110
964
$127K 0.01%
34,636
-2,465
965
$127K 0.01%
3,424
+219
966
$126K 0.01%
+21,006
967
$124K 0.01%
+10,275
968
$114K 0.01%
13,816
+3,070
969
$114K 0.01%
2,460
+246
970
$114K 0.01%
11,122
+621
971
$112K 0.01%
+12,385
972
$112K 0.01%
12,883
-4,998
973
$109K 0.01%
3,552
+420
974
$107K 0.01%
5,821
-312
975
$103K 0.01%
4,328
+1,033
37 38
39
40 41