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
76
$3.48M 0.31%
125,209
-4,822
77
$3.35M 0.3%
31,924
+4,496
78
$3.33M 0.3%
24,118
+2,947
79
$3.24M 0.29%
13,314
-3,393
80
$3.22M 0.29%
71,910
+3,199
81
$3.21M 0.29%
59,730
-4,800
82
$3.19M 0.29%
13,204
+3,474
83
$3.17M 0.28%
93,685
+50,850
84
$3.17M 0.28%
14,246
+1,661
85
$3.15M 0.28%
1,341
-61
86
$2.99M 0.27%
+37,625
87
$2.97M 0.27%
57,312
+22,199
88
$2.95M 0.26%
45,659
-4,602
89
$2.87M 0.26%
80,545
+63,832
90
$2.85M 0.26%
51,136
+976
91
$2.82M 0.25%
59,512
-15,778
92
$2.78M 0.25%
23,316
+19,961
93
$2.72M 0.24%
25,030
+8,913
94
$2.71M 0.24%
14,652
+4,831
95
$2.71M 0.24%
84,916
-15,618
96
$2.69M 0.24%
26,866
+22,368
97
$2.67M 0.24%
192,095
+3,203
98
$2.65M 0.24%
23,855
+8,879
99
$2.61M 0.23%
9,548
-820
100
$2.6M 0.23%
38,656
+19,511
2 3
4
5 6