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
326
$1.04M 0.06%
61,916
+40,901
327
$1.04M 0.06%
37,823
-6,148
328
$1.04M 0.06%
+25,297
329
$1.04M 0.06%
19,700
-581
330
$1.03M 0.06%
42,661
-44,542
331
$1.03M 0.06%
86,686
-5,803
332
$1.03M 0.06%
37,685
-597
333
$1.03M 0.06%
21,591
+16,733
334
$1.03M 0.06%
20,459
-34
335
$1.02M 0.06%
5,301
-4,701
336
$1.02M 0.06%
50,326
+9,115
337
$1.02M 0.06%
8,087
+1,483
338
$1.02M 0.06%
10,453
-273
339
$1.01M 0.06%
16,261
+58
340
$1.01M 0.06%
26,885
+4,056
341
$1.01M 0.06%
35,547
+6,213
342
$1M 0.06%
33,028
-19,813
343
$997K 0.06%
16,516
-16,508
344
$994K 0.06%
8,274
+11
345
$992K 0.06%
+8,562
346
$988K 0.06%
6,029
+3,232
347
$986K 0.06%
4,144
-2,353
348
$981K 0.06%
5,287
-515
349
$979K 0.06%
39,155
+160
350
$976K 0.06%
24,892
+14,730
12 13
14
15 16