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
1026
– –
-24,303
1027
– –
-103,259
1028
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-13,144
1029
– –
-1,569
1030
– –
-8,983
1031
– –
-4,475
1032
– –
-4,257
1033
– –
-32,473
1034
– –
-21,908
1035
– –
-35,989
1036
– –
-2,245
1037
– –
-5,481
1038
– –
-3,015
1039
– –
-7,045
1040
– –
-4,186
1041
– –
-10,553
1042
– –
-8,679
1043
– –
-21,511
1044
– –
-9,145
1045
– –
-8,634
1046
– –
-16,365
1047
– –
-5,283
1048
– –
-45,004
1049
– –
-10,288
1050
– –
-3,669
40 41
42
43 44