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
151
$1.76M 0.1%
42,631
+5,511
152
$1.76M 0.1%
38,226
-3,149
153
$1.75M 0.1%
55,931
+773
154
$1.75M 0.1%
31,057
+19,174
155
$1.74M 0.1%
13,426
+6,379
156
$1.74M 0.1%
18,766
+996
157
$1.73M 0.09%
23,768
+5,624
158
$1.72M 0.09%
11,799
+815
159
$1.71M 0.09%
15,019
+1,739
160
$1.71M 0.09%
55,172
+2,828
161
$1.71M 0.09%
9,527
+241
162
$1.7M 0.09%
53,867
+2,219
163
$1.7M 0.09%
55,448
+8,000
164
$1.7M 0.09%
+34,880
165
$1.69M 0.09%
9,778
-539
166
$1.69M 0.09%
16,606
+949
167
$1.69M 0.09%
33,522
+1,878
168
$1.68M 0.09%
31,792
+11,406
169
$1.68M 0.09%
15,968
+7,010
170
$1.67M 0.09%
8,949
+267
171
$1.67M 0.09%
7,463
+470
172
$1.66M 0.09%
83,219
-3,842
173
$1.66M 0.09%
16,792
-227
174
$1.65M 0.09%
11,083
+900
175
$1.65M 0.09%
29,653
+8,986
5 6
7
8 9