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
201
$1.47M 0.08%
14,956
+506
202
$1.47M 0.08%
13,225
+1,194
203
$1.46M 0.08%
8,910
+84
204
$1.45M 0.08%
27,923
-2,664
205
$1.44M 0.08%
63,506
+15,196
206
$1.43M 0.08%
92,712
-1,995
207
$1.43M 0.08%
10,157
+270
208
$1.43M 0.08%
7,864
-27,444
209
$1.41M 0.08%
30,102
-1,463
210
$1.41M 0.08%
21,572
+1,879
211
$1.4M 0.08%
38,508
-6,055
212
$1.4M 0.08%
18,024
+857
213
$1.4M 0.08%
72,748
+6,185
214
$1.39M 0.08%
44,760
+5,784
215
$1.39M 0.08%
16,682
+772
216
$1.37M 0.08%
108,406
+2,243
217
$1.37M 0.08%
33,722
+1,094
218
$1.37M 0.08%
25,171
-1,087
219
$1.37M 0.08%
55,157
-19,953
220
$1.36M 0.07%
26,177
+19,495
221
$1.36M 0.07%
29,592
+9,440
222
$1.36M 0.07%
24,203
+2,015
223
$1.36M 0.07%
3,032
-147
224
$1.35M 0.07%
15,424
+968
225
$1.35M 0.07%
50,353
+4,716
7 8
9
10 11