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
126
$2.09M 0.11%
14,692
-2,185
127
$2.07M 0.11%
16,999
+1,181
128
$2.06M 0.11%
63,473
-8,934
129
$2.04M 0.11%
38,042
-9,488
130
$2.02M 0.11%
31,332
+2,030
131
$2M 0.11%
34,232
+1,647
132
$1.94M 0.11%
76,701
+1,499
133
$1.93M 0.11%
1,055
+63
134
$1.93M 0.11%
11,993
+593
135
$1.93M 0.11%
17,606
+2,035
136
$1.93M 0.11%
39,626
+20,406
137
$1.93M 0.11%
62,631
-12,671
138
$1.92M 0.11%
52,820
+5,176
139
$1.92M 0.11%
43,486
-8,216
140
$1.91M 0.1%
131,821
-6,315
141
$1.91M 0.1%
43,802
+10,411
142
$1.9M 0.1%
24,361
+1,458
143
$1.85M 0.1%
30,442
+1,696
144
$1.85M 0.1%
17,344
+2,298
145
$1.83M 0.1%
238,917
+54,093
146
$1.79M 0.1%
6,912
+158
147
$1.79M 0.1%
49,804
+2,540
148
$1.77M 0.1%
14,907
+706
149
$1.76M 0.1%
60,436
+1,937
150
$1.76M 0.1%
58,288
-4,104
4 5
6
7 8