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
376
$433K 0.05%
6,241
+1,031
377
$431K 0.05%
13,878
-2,030
378
$427K 0.05%
+10,321
379
$427K 0.05%
15,779
+1,348
380
$425K 0.05%
+5,765
381
$422K 0.05%
6,090
-1,275
382
$420K 0.05%
15,805
-2,156
383
$419K 0.05%
2,379
-535
384
$418K 0.05%
49,537
+28,330
385
$415K 0.05%
9,106
+452
386
$413K 0.05%
8,548
+164
387
$413K 0.05%
25,840
-1,502
388
$411K 0.05%
14,920
+2,308
389
$409K 0.04%
+7,603
390
$409K 0.04%
1,668
+336
391
$408K 0.04%
7,860
+151
392
$408K 0.04%
15,896
-2,377
393
$407K 0.04%
+3,542
394
$405K 0.04%
16,017
-2,566
395
$403K 0.04%
+14,620
396
$401K 0.04%
8,711
+525
397
$398K 0.04%
6,728
-3,755
398
$397K 0.04%
21,845
-2,487
399
$397K 0.04%
13,528
-272
400
$394K 0.04%
+24,414
14 15
16
17 18