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
951
– –
-52,266
952
– –
-32,282
953
– –
-7,702
954
– –
-105,532
955
– –
-9,830
956
– –
-14,398
957
– –
-13,235
958
– –
-2,306
959
– –
-6,603
960
– –
-11,546
961
– –
-110,161
962
– –
-13,572
963
– –
-13,846
964
– –
-1,320
965
– –
-5,501
966
– –
-5,754
967
– –
-10,767
968
– –
-9,056
969
– –
-777
970
– –
-29,038
971
– –
-21,207
972
– –
-6,934
973
– –
-2,031
974
– –
-8,195
975
– –
-5,130
36 37 38
39
40