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
126
$2.16M 0.19%
70,079
-36,804
127
$2.15M 0.19%
4,871
+1,654
128
$2.14M 0.19%
11,727
+509
129
$2.14M 0.19%
13,986
-6,225
130
$2.13M 0.19%
13,203
-752
131
$2.12M 0.19%
87,689
+14,606
132
$2.11M 0.19%
67,926
+51,110
133
$2.1M 0.19%
20,966
-1,599
134
$2.1M 0.19%
88,160
-8,297
135
$2.09M 0.19%
30,374
-5,080
136
$2.09M 0.19%
14,717
-5,732
137
$2.08M 0.19%
45,977
+5,530
138
$2.04M 0.18%
78,127
-23,532
139
$2.04M 0.18%
24,284
-1,875
140
$2.03M 0.18%
22,617
+5,731
141
$2.02M 0.18%
15,287
-2,457
142
$1.99M 0.18%
24,305
-373
143
$1.98M 0.18%
14,452
-7,082
144
$1.96M 0.18%
23,769
+5,838
145
$1.93M 0.17%
52,365
+28,110
146
$1.91M 0.17%
1,602
-1,168
147
$1.9M 0.17%
13,620
-18,800
148
$1.89M 0.17%
+21,534
149
$1.88M 0.17%
46,322
+24,293
150
$1.87M 0.17%
34,516
-99,656
4 5
6
7 8