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
101
$2.56M 0.23%
151,458
+2,254
102
$2.5M 0.22%
30,042
-1,237
103
$2.47M 0.22%
12,740
+7,191
104
$2.47M 0.22%
4,285
-961
105
$2.44M 0.22%
30,515
+7,524
106
$2.44M 0.22%
12,127
+2,179
107
$2.44M 0.22%
6,663
-1,456
108
$2.43M 0.22%
75,083
+35,397
109
$2.41M 0.22%
14,877
+2,905
110
$2.41M 0.22%
+47,670
111
$2.4M 0.21%
55,471
-70,304
112
$2.38M 0.21%
32,067
-2,000
113
$2.36M 0.21%
33,040
+256
114
$2.35M 0.21%
4,293
-1,470
115
$2.34M 0.21%
104,514
+32,188
116
$2.33M 0.21%
10,241
+2,621
117
$2.32M 0.21%
+14,268
118
$2.29M 0.21%
66,776
+7,692
119
$2.28M 0.2%
13,244
-3,219
120
$2.28M 0.2%
37,656
+19,588
121
$2.26M 0.2%
29,515
-7,499
122
$2.24M 0.2%
12,229
+3,050
123
$2.21M 0.2%
45,943
-35,119
124
$2.18M 0.2%
78,674
+152
125
$2.18M 0.2%
25,701
+4,595
3 4
5
6 7