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
401
$773K 0.05%
5,161
-376
402
$773K 0.05%
4,486
-400
403
$771K 0.05%
12,701
+8,416
404
$771K 0.05%
10,193
+5,398
405
$767K 0.05%
75,349
+5,583
406
$766K 0.05%
14,148
+2,164
407
$764K 0.05%
10,490
-922
408
$760K 0.05%
14,294
+1,977
409
$760K 0.05%
+15,344
410
$748K 0.05%
10,956
-407
411
$747K 0.05%
+7,276
412
$745K 0.04%
18,915
-50,965
413
$745K 0.04%
+22,694
414
$742K 0.04%
16,907
-185
415
$742K 0.04%
3,831
+33
416
$739K 0.04%
32,451
-5,511
417
$734K 0.04%
16,396
+2,699
418
$732K 0.04%
8,579
+2,943
419
$732K 0.04%
24,503
-199
420
$730K 0.04%
9,593
+2,679
421
$729K 0.04%
+100,136
422
$728K 0.04%
26,193
+1,269
423
$726K 0.04%
34,467
+1,037
424
$714K 0.04%
16,080
+2,297
425
$713K 0.04%
11,031
-3,671
15 16
17
18 19