FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+5.94%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$403M
AUM Growth
+$52M
(+15%)
Cap. Flow
+$41M
Cap. Flow
% of AUM
10.19%
Top 10 Holdings %
Top 10 Hldgs %
38.85%
Holding
469
New
93
Increased
197
Reduced
142
Closed
34
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$56.6M |
| 2 |
ALPS Equal Sector Weight ETF
EQL
|
$8.98M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.99M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.77M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.75M |
Top Sells
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Industrials | 3.68% |
| 3 | Energy | 2.76% |
| 4 | Healthcare | 2.75% |
| 5 | Financials | 2.27% |
