FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
-3.66%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$981M
AUM Growth
+$7.37M
(+0.76%)
Cap. Flow
-$849M
Cap. Flow
% of AUM
-86.53%
Top 10 Holdings %
Top 10 Hldgs %
43.05%
Holding
772
New
89
Increased
302
Reduced
293
Closed
88
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$176M |
| 2 |
Sapiens International
SPNS
|
+$84.5M |
| 3 |
H&R Block
HRB
|
+$73.1M |
| 4 |
BLT
BLOUNT INTERNATIONAL (NEW)
BLT
|
+$17.3M |
| 5 |
Becton Dickinson
BDX
|
+$14.5M |
Top Sells
| 1 |
PDLI
PDL BioPharma, Inc.
PDLI
|
+$220M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$121M |
| 3 |
AACG
ATA Creativity
AACG
|
+$95.7M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$57M |
| 5 |
BTM
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
|
+$55.3M |
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Consumer Discretionary | 12.47% |
| 3 | Healthcare | 7.99% |
| 4 | Industrials | 5.71% |
| 5 | Financials | 3.37% |
