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
76
$2.82M 0.15%
24,207
+46
77
$2.8M 0.15%
26,511
+1,842
78
$2.78M 0.15%
16,279
+983
79
$2.75M 0.15%
49,998
80
$2.72M 0.15%
14,391
+768
81
$2.7M 0.15%
28,828
+7,685
82
$2.69M 0.15%
41,135
+478
83
$2.68M 0.15%
29,942
-90
84
$2.67M 0.15%
53,152
+2,810
85
$2.66M 0.15%
29,983
+5,453
86
$2.64M 0.14%
47,074
-8,529
87
$2.63M 0.14%
19,486
+1,593
88
$2.63M 0.14%
54,680
+34,340
89
$2.62M 0.14%
54,720
+3,400
90
$2.62M 0.14%
10,747
+1,295
91
$2.62M 0.14%
26,208
+1,578
92
$2.59M 0.14%
64,181
-7,699
93
$2.58M 0.14%
+21,786
94
$2.57M 0.14%
50,112
-8,822
95
$2.56M 0.14%
14,557
+732
96
$2.54M 0.14%
187,960
+23,530
97
$2.53M 0.14%
32,852
+7,392
98
$2.52M 0.14%
63,824
+6,218
99
$2.51M 0.14%
16,444
+1,085
100
$2.5M 0.14%
21,447
+1,636
2 3
4
5 6