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
176
$1.65M 0.09%
17,678
-853
177
$1.65M 0.09%
+73,384
178
$1.64M 0.09%
21,357
+2,049
179
$1.64M 0.09%
41,606
+29,702
180
$1.63M 0.09%
9,540
+830
181
$1.62M 0.09%
62,256
+2,616
182
$1.62M 0.09%
25,591
+3,620
183
$1.62M 0.09%
22,199
+1,592
184
$1.62M 0.09%
92,230
+12,060
185
$1.61M 0.09%
14,031
+2,917
186
$1.6M 0.09%
7,802
+511
187
$1.59M 0.09%
871,512
-43,779
188
$1.57M 0.09%
18,297
-2,997
189
$1.56M 0.09%
+30,673
190
$1.56M 0.09%
97,367
-3,920
191
$1.55M 0.08%
27,242
+979
192
$1.53M 0.08%
14,444
+6,424
193
$1.5M 0.08%
12,878
+631
194
$1.5M 0.08%
18,595
-1,841
195
$1.5M 0.08%
37,595
-662
196
$1.49M 0.08%
36,941
-1,441
197
$1.49M 0.08%
10,466
+691
198
$1.49M 0.08%
31,258
-1,032
199
$1.49M 0.08%
22,541
+1,023
200
$1.48M 0.08%
39,690
+1,024
6 7
8
9 10