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
351
$973K 0.06%
11,452
-2,901
352
$972K 0.06%
53,926
-1,895
353
$969K 0.06%
49,716
-2,528
354
$953K 0.06%
22,699
+11,099
355
$949K 0.06%
18,062
+3,417
356
$949K 0.06%
145,062
+84,326
357
$945K 0.06%
10,647
-184
358
$944K 0.06%
16,630
-2,275
359
$941K 0.06%
10,123
+3,035
360
$938K 0.06%
44,869
-1,782
361
$925K 0.06%
7,049
-1,588
362
$921K 0.06%
3,082
-4,481
363
$900K 0.05%
6,436
+3,865
364
$899K 0.05%
+31,694
365
$898K 0.05%
17,826
+2,953
366
$891K 0.05%
16,540
+8,336
367
$890K 0.05%
14,863
+9,412
368
$886K 0.05%
170,844
+127,338
369
$885K 0.05%
46,466
+34,661
370
$885K 0.05%
99,832
-94,908
371
$884K 0.05%
6,644
-2,345
372
$878K 0.05%
60,293
-534
373
$878K 0.05%
14,502
+592
374
$877K 0.05%
24,557
+21
375
$876K 0.05%
262,932
+242,719
13 14
15
16 17