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
376
$869K 0.05%
15,007
+1,730
377
$868K 0.05%
+49,096
378
$863K 0.05%
21,837
-1,657
379
$861K 0.05%
13,812
-982
380
$856K 0.05%
+8,741
381
$855K 0.05%
9,770
-926
382
$847K 0.05%
7,703
+412
383
$839K 0.05%
6,003
+2,134
384
$832K 0.05%
4,157
-5,291
385
$832K 0.05%
11,584
+3,439
386
$830K 0.05%
4,064
+82
387
$827K 0.05%
19,884
+1,936
388
$823K 0.05%
16,179
-14,897
389
$815K 0.05%
11,224
-110
390
$803K 0.05%
13,919
-830
391
$801K 0.05%
6,006
-2,081
392
$801K 0.05%
5,827
+430
393
$800K 0.05%
26,422
-1,920
394
$795K 0.05%
10,870
-1,463
395
$791K 0.05%
36,325
-10,467
396
$790K 0.05%
7,934
-4,019
397
$787K 0.05%
19,801
+3,333
398
$784K 0.05%
19,105
-1,325
399
$781K 0.05%
7,263
-1,164
400
$775K 0.05%
17,400
+12,636
14 15
16
17 18