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
976
$102K 0.01%
+18,441
977
$101K 0.01%
+79,900
978
$98K 0.01%
+14,466
979
$98K 0.01%
+11,037
980
$97K 0.01%
36,432
+14,553
981
$85K ﹤0.01%
34,017
+644
982
$81K ﹤0.01%
3,039
-450
983
$80K ﹤0.01%
11,432
-664
984
$79K ﹤0.01%
297
+27
985
$75K ﹤0.01%
1,563
+16
986
$73K ﹤0.01%
2,121
+470
987
$70K ﹤0.01%
+11,166
988
$70K ﹤0.01%
+13,041
989
$69K ﹤0.01%
+2,768
990
$69K ﹤0.01%
+10,514
991
$53K ﹤0.01%
19,453
+1,978
992
$50K ﹤0.01%
72,554
+460
993
$44K ﹤0.01%
15,255
-2,278
994
$41K ﹤0.01%
846
-127
995
– –
0
996
$38K ﹤0.01%
+10,019
997
$33K ﹤0.01%
43,181
+540
998
$30K ﹤0.01%
+201
999
$26K ﹤0.01%
19,613
-2,659
1000
$15K ﹤0.01%
165
-10
38 39
40
41 42