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
101
$2.44M 0.13%
31,920
+10,005
102
$2.41M 0.13%
32,980
+2,884
103
$2.41M 0.13%
95,019
+4,196
104
$2.41M 0.13%
48,151
+5,196
105
$2.4M 0.13%
97,321
+2,478
106
$2.4M 0.13%
+96,258
107
$2.4M 0.13%
41,356
+4,897
108
$2.4M 0.13%
18,769
+948
109
$2.34M 0.13%
16,857
-1,431
110
$2.3M 0.13%
131,373
-7,239
111
$2.29M 0.13%
47,422
+3,195
112
$2.29M 0.13%
18,427
+625
113
$2.28M 0.13%
55,028
+2,640
114
$2.28M 0.13%
53,543
+3,867
115
$2.28M 0.13%
89,857
+12,923
116
$2.26M 0.12%
66,770
+27,472
117
$2.26M 0.12%
27,805
+469
118
$2.24M 0.12%
34,782
+589
119
$2.14M 0.12%
115,710
-7,630
120
$2.14M 0.12%
56,927
+5,943
121
$2.12M 0.12%
20,131
+815
122
$2.11M 0.12%
13,886
-663
123
$2.11M 0.12%
6,738
+2,556
124
$2.1M 0.12%
29,773
+663
125
$2.09M 0.11%
21,873
+390
3 4
5
6 7