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
151
$1.86M 0.17%
20,573
+14,364
152
$1.85M 0.17%
7,421
+2,132
153
$1.83M 0.16%
35,269
-13,456
154
$1.81M 0.16%
13,594
-666
155
$1.8M 0.16%
90,132
-66,899
156
$1.79M 0.16%
17,511
-25,782
157
$1.79M 0.16%
34,505
+657
158
$1.78M 0.16%
95,364
159
$1.77M 0.16%
24,013
-16,405
160
$1.77M 0.16%
+43,789
161
$1.76M 0.16%
322,713
-445,002
162
$1.74M 0.16%
722,914
+585,816
163
$1.73M 0.16%
68,325
-51,839
164
$1.72M 0.15%
17,131
+99
165
$1.71M 0.15%
+30,212
166
$1.71M 0.15%
38,887
-14,234
167
$1.71M 0.15%
34,285
+12,217
168
$1.7M 0.15%
30,753
-103
169
$1.7M 0.15%
7,703
-6,420
170
$1.68M 0.15%
19,672
-401
171
$1.68M 0.15%
8,168
-132
172
$1.68M 0.15%
4,292
+3,282
173
$1.67M 0.15%
88,330
+72,375
174
$1.65M 0.15%
43,382
+15,084
175
$1.65M 0.15%
4,505
+539
5 6
7
8 9