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
176
$757K 0.1%
7,921
+575
177
$754K 0.1%
25,562
-2,446
178
$753K 0.1%
9,418
+286
179
$750K 0.1%
+49,503
180
$750K 0.1%
38,768
+2,954
181
$746K 0.1%
6,828
+794
182
$745K 0.1%
16,555
+3,167
183
$741K 0.1%
11,305
+3,630
184
$741K 0.1%
12,602
+4,773
185
$738K 0.1%
18,038
+4,303
186
$731K 0.09%
14,658
+1,022
187
$729K 0.09%
10,011
+726
188
$729K 0.09%
+51,831
189
$724K 0.09%
32,645
+2,319
190
$720K 0.09%
21,466
+1,491
191
$720K 0.09%
6,427
+324
192
$717K 0.09%
6,425
-630
193
$712K 0.09%
+30,117
194
$710K 0.09%
+45,679
195
$704K 0.09%
5,924
+3,841
196
$703K 0.09%
7,452
+395
197
$702K 0.09%
14,868
+8,830
198
$700K 0.09%
19,718
+466
199
$698K 0.09%
+27,737
200
$691K 0.09%
4,812
+1,137
6 7
8
9 10