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
251
$1.4M 0.08%
12,785
+3,082
252
$1.4M 0.08%
18,393
-852
253
$1.4M 0.08%
38,558
+2,732
254
$1.4M 0.08%
37,403
+10,313
255
$1.4M 0.08%
21,415
+134
256
$1.39M 0.08%
79,174
+69,170
257
$1.38M 0.08%
29,065
+443
258
$1.38M 0.08%
16,147
+5,153
259
$1.38M 0.08%
10,436
-196
260
$1.38M 0.08%
14,918
+2,574
261
$1.38M 0.08%
49,105
+8,550
262
$1.37M 0.08%
764,819
+372,155
263
$1.37M 0.08%
21,106
+1,012
264
$1.37M 0.08%
+39,356
265
$1.36M 0.08%
43,753
+22,085
266
$1.35M 0.08%
9,107
-1,271
267
$1.35M 0.08%
58,785
+975
268
$1.33M 0.08%
+15,311
269
$1.33M 0.08%
+45,625
270
$1.33M 0.08%
19,458
-76
271
$1.33M 0.08%
27,202
+15,088
272
$1.32M 0.08%
+100,208
273
$1.32M 0.08%
+27,698
274
$1.31M 0.08%
7,056
+704
275
$1.31M 0.08%
16,533
+4,286
9 10
11
12 13