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
$770M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$83.3M
2
+$19M
3
+$13.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.93M
5
ORAN
Orange
ORAN
+$4.68M

Top Sells

1
+$73.2M
2
+$9.34M
3
+$5.83M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.9M
5
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$1.8M

Sector Composition

1 Healthcare 5.57%
2 Technology 5.07%
3 Industrials 4.76%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.19%
105,391
+28,427
77
$1.45M 0.19%
+29,843
78
$1.44M 0.19%
78,246
+6,894
79
$1.44M 0.19%
14,118
+101
80
$1.41M 0.18%
53,567
+34,535
81
$1.4M 0.18%
28,836
-1,471
82
$1.39M 0.18%
25,510
+95
83
$1.38M 0.18%
52,146
+10,183
84
$1.38M 0.18%
10,931
-38
85
$1.34M 0.17%
16,970
-1,639
86
$1.31M 0.17%
11,894
-24
87
$1.3M 0.17%
12,327
-172
88
$1.3M 0.17%
43,726
+9,071
89
$1.29M 0.17%
15,734
-101
90
$1.27M 0.16%
44,992
+1,817
91
$1.26M 0.16%
+25,843
92
$1.25M 0.16%
71,407
-1,065
93
$1.22M 0.16%
47,237
+875
94
$1.21M 0.16%
11,889
+6,355
95
$1.2M 0.16%
17,492
-2,180
96
$1.19M 0.15%
52,088
-5,934
97
$1.17M 0.15%
10,663
+2,393
98
$1.14M 0.15%
11,104
-33
99
$1.14M 0.15%
36,871
+8,686
100
$1.13M 0.15%
11,013
-1,082
2 3
4
5 6