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
201
$1.46M 0.13%
28,550
-5,080
202
$1.46M 0.13%
28,984
-22,226
203
$1.46M 0.13%
6,564
-5,065
204
$1.45M 0.13%
13,095
-4,587
205
$1.44M 0.13%
11,893
+8,382
206
$1.43M 0.13%
+28,866
207
$1.43M 0.13%
67,509
+49,144
208
$1.43M 0.13%
52,889
-67,275
209
$1.43M 0.13%
13,746
-5,100
210
$1.42M 0.13%
13,500
-3,058
211
$1.42M 0.13%
38,960
+547
212
$1.42M 0.13%
10,404
-3,065
213
$1.42M 0.13%
5,873
-1,965
214
$1.41M 0.13%
+16,722
215
$1.4M 0.13%
39,455
+13,868
216
$1.4M 0.13%
33,889
-8,951
217
$1.39M 0.13%
7,549
-51
218
$1.36M 0.12%
14,978
+7,405
219
$1.36M 0.12%
+4,246
220
$1.35M 0.12%
6,200
-6,083
221
$1.34M 0.12%
4,672
-1,082
222
$1.33M 0.12%
6,283
-5,466
223
$1.33M 0.12%
5,089
+380
224
$1.32M 0.12%
1,733
-79
225
$1.32M 0.12%
18,161
+1,569
7 8
9
10 11