FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Return 17.79%
This Quarter Return
-1.42%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$294M
AUM Growth
Cap. Flow
+$294M
Cap. Flow %
100%
Top 10 Hldgs %
40.3%
Holding
333
New
333
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.71%
2 Industrials 3.18%
3 Healthcare 2.25%
4 Consumer Discretionary 1.87%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DIS icon
226
Walt Disney
DIS
$214B
$248K 0.08%
+3,929
New +$248K
IYR icon
227
iShares US Real Estate ETF
IYR
$3.72B
$248K 0.08%
+3,735
New +$248K
OMC icon
228
Omnicom Group
OMC
$15.2B
$248K 0.08%
+3,951
New +$248K
ECH icon
229
iShares MSCI Chile ETF
ECH
$716M
$247K 0.08%
+4,592
New +$247K
AME icon
230
Ametek
AME
$43.4B
$245K 0.08%
+5,801
New +$245K
MDY icon
231
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$245K 0.08%
+1,166
New +$245K
EWW icon
232
iShares MSCI Mexico ETF
EWW
$1.82B
$244K 0.08%
+3,744
New +$244K
HUM icon
233
Humana
HUM
$37.5B
$242K 0.08%
+2,874
New +$242K
SYK icon
234
Stryker
SYK
$151B
$242K 0.08%
+3,738
New +$242K
CVG
235
DELISTED
Convergys
CVG
$242K 0.08%
+13,892
New +$242K
DOLE
236
DELISTED
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
$242K 0.08%
+18,953
New +$242K
COST icon
237
Costco
COST
$424B
$239K 0.08%
+2,157
New +$239K
AEP icon
238
American Electric Power
AEP
$58.1B
$237K 0.08%
+5,297
New +$237K
EIX icon
239
Edison International
EIX
$21B
$235K 0.08%
+4,879
New +$235K
BUD icon
240
AB InBev
BUD
$116B
$233K 0.08%
+2,586
New +$233K
SWS
241
DELISTED
SWS GROUP INC
SWS
$233K 0.08%
+42,741
New +$233K
BXP icon
242
Boston Properties
BXP
$11.9B
$231K 0.08%
+2,191
New +$231K
LII icon
243
Lennox International
LII
$19.7B
$231K 0.08%
+3,577
New +$231K
ESRX
244
DELISTED
Express Scripts Holding Company
ESRX
$229K 0.08%
+3,709
New +$229K
TEVA icon
245
Teva Pharmaceuticals
TEVA
$21.2B
$228K 0.08%
+5,824
New +$228K
XLE icon
246
Energy Select Sector SPDR Fund
XLE
$27.2B
$228K 0.08%
+2,914
New +$228K
BKH icon
247
Black Hills Corp
BKH
$4.34B
$225K 0.08%
+4,609
New +$225K
RDY icon
248
Dr. Reddy's Laboratories
RDY
$11.8B
$225K 0.08%
+29,725
New +$225K
ORB
249
DELISTED
ORBITAL SCIENCES CORP
ORB
$224K 0.08%
+12,882
New +$224K
BSV icon
250
Vanguard Short-Term Bond ETF
BSV
$38.4B
$223K 0.08%
+2,780
New +$223K