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
301
$1.17M 0.07%
+80,300
302
$1.16M 0.07%
11,974
-2,007
303
$1.15M 0.07%
43,241
-14,087
304
$1.14M 0.07%
+17,673
305
$1.14M 0.07%
6,120
-1,652
306
$1.14M 0.07%
+37,608
307
$1.14M 0.07%
12,993
+10,082
308
$1.13M 0.07%
3,659
+124
309
$1.13M 0.07%
25,216
+16,609
310
$1.12M 0.07%
47,615
+1,156
311
$1.11M 0.07%
21,399
-5,719
312
$1.11M 0.07%
9,113
+390
313
$1.11M 0.07%
42,582
+982
314
$1.11M 0.07%
22,168
+567
315
$1.11M 0.07%
22,695
-10,910
316
$1.1M 0.07%
5,261
+328
317
$1.08M 0.07%
21,967
-2,061
318
$1.07M 0.06%
15,340
-1,524
319
$1.07M 0.06%
14,394
+10,662
320
$1.06M 0.06%
16,760
-2,026
321
$1.06M 0.06%
17,671
-1,084
322
$1.06M 0.06%
62,837
+16,014
323
$1.06M 0.06%
25,012
-13,398
324
$1.05M 0.06%
18,099
-153
325
$1.05M 0.06%
7,264
+118
11 12
13
14 15