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
351
$470K 0.05%
87,259
+16,554
352
$469K 0.05%
9,816
-2,340
353
$469K 0.05%
14,843
+1,787
354
$468K 0.05%
4,936
+1,568
355
$466K 0.05%
+10,179
356
$463K 0.05%
13,308
-1,854
357
$462K 0.05%
7,722
-3,654
358
$458K 0.05%
2,829
+393
359
$457K 0.05%
28,021
+3,541
360
$455K 0.05%
10,256
-1,528
361
$454K 0.05%
+5,732
362
$452K 0.05%
11,841
-2,479
363
$450K 0.05%
+10,471
364
$449K 0.05%
2,112
+173
365
$447K 0.05%
8,895
-6,552
366
$443K 0.05%
5,180
+24
367
$441K 0.05%
2,096
-1,724
368
$441K 0.05%
13,489
+1,665
369
$440K 0.05%
22,363
-13,731
370
$439K 0.05%
23,809
+3,164
371
$435K 0.05%
8,056
+1,339
372
$435K 0.05%
6,014
+695
373
$435K 0.05%
30,510
-19,860
374
$435K 0.05%
9,637
+1,354
375
$435K 0.05%
7,251
+908
13 14
15
16 17