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
$910M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$11.3M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$10.4M
5
VPU icon
Vanguard Utilities ETF
VPU
+$8.18M

Top Sells

1
+$94.3M
2
+$31.1M
3
+$22.6M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$10.7M
5
EL icon
Estee Lauder
EL
+$3.25M

Sector Composition

1 Technology 14.13%
2 Healthcare 9.16%
3 Financials 6.58%
4 Consumer Discretionary 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$626K 0.07%
7,562
-948
277
$626K 0.07%
22,255
-1,375
278
$624K 0.07%
12,506
+378
279
$623K 0.07%
+1,165
280
$622K 0.07%
5,139
-5,675
281
$622K 0.07%
17,265
-3,387
282
$622K 0.07%
6,582
-1,068
283
$617K 0.07%
4,028
+1,296
284
$612K 0.07%
+5,821
285
$605K 0.07%
18,478
-11,469
286
$603K 0.07%
4,470
+163
287
$596K 0.07%
7,677
+266
288
$594K 0.07%
8,604
+1,087
289
$593K 0.07%
+16,348
290
$591K 0.06%
+1,698
291
$586K 0.06%
2,517
-221
292
$582K 0.06%
18,315
-3,210
293
$580K 0.06%
+15,977
294
$576K 0.06%
23,358
-3,023
295
$575K 0.06%
+9,171
296
$573K 0.06%
18,008
+10,136
297
$571K 0.06%
3,398
-475
298
$571K 0.06%
12,456
-1,392
299
$569K 0.06%
14,468
-2,037
300
$568K 0.06%
7,041
+2,458
10 11
12
13 14