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
401
$393K 0.04%
+2,979
402
$393K 0.04%
31,224
-5,133
403
$391K 0.04%
7,571
-1,199
404
$389K 0.04%
7,810
-25,457
405
$389K 0.04%
1,828
-1,538
406
$386K 0.04%
+5,561
407
$385K 0.04%
+2,962
408
$384K 0.04%
6,043
-878
409
$384K 0.04%
+28,305
410
$380K 0.04%
7,368
-433
411
$378K 0.04%
82,896
-5,448
412
$378K 0.04%
3,223
-605
413
$378K 0.04%
4,245
+465
414
$377K 0.04%
+4,110
415
$377K 0.04%
2,116
-6,700
416
$376K 0.04%
7,532
+292
417
$373K 0.04%
4,289
+463
418
$373K 0.04%
+5,687
419
$372K 0.04%
2,404
-276
420
$370K 0.04%
7,336
+538
421
$368K 0.04%
1,146
-567
422
$368K 0.04%
6,628
-539
423
$367K 0.04%
12,370
-5,495
424
$365K 0.04%
3,696
-1,883
425
$363K 0.04%
+6,107
15 16
17
18 19