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
176
$1.63M 0.15%
+144,932
177
$1.63M 0.15%
64,964
+5,241
178
$1.63M 0.15%
3,194
-2,507
179
$1.63M 0.15%
5,960
-1,233
180
$1.62M 0.15%
14,613
+12,510
181
$1.62M 0.15%
11,811
-11,588
182
$1.61M 0.14%
+14,905
183
$1.61M 0.14%
78,741
-12,901
184
$1.61M 0.14%
4,638
+503
185
$1.6M 0.14%
+29,426
186
$1.6M 0.14%
+12,298
187
$1.59M 0.14%
85,762
+18,578
188
$1.58M 0.14%
26,636
-37,638
189
$1.57M 0.14%
7,342
+3,009
190
$1.57M 0.14%
30,860
+7,639
191
$1.56M 0.14%
31,979
+992
192
$1.56M 0.14%
11,825
-10,283
193
$1.54M 0.14%
49,264
-3,376
194
$1.52M 0.14%
66,542
+9,211
195
$1.52M 0.14%
88,903
+2,868
196
$1.51M 0.14%
54,279
-64,614
197
$1.5M 0.13%
125,872
+9,975
198
$1.5M 0.13%
19,668
-6,647
199
$1.5M 0.13%
5,011
-617
200
$1.48M 0.13%
2,112
+213
6 7
8
9 10