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
276
$1.3M 0.08%
54,840
+940
277
$1.3M 0.08%
67,570
+660
278
$1.3M 0.08%
113,395
+76,004
279
$1.3M 0.08%
59,638
-5
280
$1.27M 0.08%
28,386
-6,503
281
$1.27M 0.08%
44,652
-12,531
282
$1.27M 0.08%
14,316
-2,428
283
$1.27M 0.08%
14,102
+1,503
284
$1.25M 0.08%
13,538
+4,062
285
$1.25M 0.08%
24,884
-19,650
286
$1.24M 0.07%
112,734
-6,711
287
$1.24M 0.07%
38,108
+220
288
$1.23M 0.07%
24,808
-12,245
289
$1.23M 0.07%
22,267
+592
290
$1.23M 0.07%
49,496
+3,483
291
$1.23M 0.07%
40,591
+22
292
$1.22M 0.07%
7,058
-269
293
$1.22M 0.07%
48,589
+3,337
294
$1.21M 0.07%
39,529
+29,356
295
$1.2M 0.07%
12,898
-2,176
296
$1.19M 0.07%
+10,929
297
$1.19M 0.07%
68,930
+4,795
298
$1.19M 0.07%
+25,525
299
$1.18M 0.07%
15,055
-409
300
$1.17M 0.07%
26,443
+4,362
10 11
12
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