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
101
$1.12M 0.15%
47,438
+3,264
102
$1.12M 0.15%
18,665
-61
103
$1.11M 0.14%
20,910
+10,494
104
$1.09M 0.14%
12,019
+785
105
$1.09M 0.14%
12,692
+5,345
106
$1.09M 0.14%
24,156
+3,192
107
$1.08M 0.14%
+51,024
108
$1.07M 0.14%
21,853
+1,841
109
$1.05M 0.14%
22,485
-13,158
110
$1.05M 0.14%
53,808
+3,837
111
$1.05M 0.14%
+168,003
112
$1.05M 0.14%
19,902
+6,954
113
$1.03M 0.13%
35,888
-926
114
$1.03M 0.13%
102,025
-55,255
115
$1.03M 0.13%
42,388
+227
116
$1.02M 0.13%
25,769
+580
117
$1.02M 0.13%
45,609
+34,630
118
$1.01M 0.13%
20,862
-2,054
119
$1M 0.13%
5,621
+194
120
$999K 0.13%
9,427
+3,203
121
$996K 0.13%
6,255
+2,736
122
$995K 0.13%
23,911
-2,469
123
$995K 0.13%
94,738
+6,210
124
$991K 0.13%
41,451
+3,731
125
$975K 0.13%
10,721
+422
3 4
5
6 7