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
$1.66B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$45.4M
3
+$25.3M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.74M

Top Sells

1
+$199M
2
+$55.3M
3
+$37.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$16.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$7.86M

Sector Composition

1 Healthcare 9.41%
2 Technology 8.81%
3 Financials 5.81%
4 Industrials 5.42%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.09%
33,371
+6,674
227
$1.54M 0.09%
193,296
+80,233
228
$1.53M 0.09%
22,685
+1,760
229
$1.53M 0.09%
41,860
+4,640
230
$1.53M 0.09%
+4,324
231
$1.51M 0.09%
68,079
+23,611
232
$1.5M 0.09%
27,836
+9,956
233
$1.5M 0.09%
102,643
+83,968
234
$1.5M 0.09%
119,572
+6,477
235
$1.49M 0.09%
10,340
+439
236
$1.49M 0.09%
42,711
+1,297
237
$1.47M 0.09%
25,385
-217
238
$1.47M 0.09%
+126,437
239
$1.46M 0.09%
45,542
+30,526
240
$1.46M 0.09%
40,626
+3,954
241
$1.45M 0.09%
27,992
-1,940
242
$1.45M 0.09%
97,408
+82,923
243
$1.45M 0.09%
11,231
+491
244
$1.44M 0.09%
30,011
+8,594
245
$1.43M 0.09%
28,348
+14,416
246
$1.43M 0.09%
59,000
-3,596
247
$1.42M 0.09%
13,396
+6,310
248
$1.42M 0.09%
14,271
-4,491
249
$1.42M 0.09%
+42,060
250
$1.42M 0.09%
+36,742
8 9
10
11 12