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
126
$970K 0.13%
7,571
+1,598
127
$966K 0.13%
+48,720
128
$959K 0.12%
34,376
-504
129
$957K 0.12%
156,054
+109,308
130
$957K 0.12%
+17,664
131
$947K 0.12%
21,070
+5,782
132
$947K 0.12%
20,387
+3,970
133
$947K 0.12%
11,769
+1,629
134
$945K 0.12%
10,223
+1,791
135
$940K 0.12%
32,600
+2,844
136
$935K 0.12%
16,249
+8,956
137
$934K 0.12%
93,463
+1,359
138
$933K 0.12%
12,896
+1,257
139
$931K 0.12%
+6,201
140
$926K 0.12%
49,712
+2,102
141
$922K 0.12%
19,776
+7,310
142
$918K 0.12%
37,896
-548
143
$905K 0.12%
24,908
+4,268
144
$903K 0.12%
17,222
+932
145
$900K 0.12%
15,827
+874
146
$899K 0.12%
32,315
+1,507
147
$898K 0.12%
92,113
-2,323
148
$881K 0.11%
112,012
+20,700
149
$879K 0.11%
43,825
+5,095
150
$870K 0.11%
63,240
+4,196
4 5
6
7 8