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
426
$709K 0.04%
+3,122
427
$705K 0.04%
16,215
+3,665
428
$699K 0.04%
5,696
+586
429
$699K 0.04%
9,164
-23,267
430
$695K 0.04%
+19,826
431
$692K 0.04%
6,642
+101
432
$692K 0.04%
9,999
+775
433
$690K 0.04%
+8,252
434
$689K 0.04%
149,729
+57,032
435
$685K 0.04%
4,384
+1,264
436
$685K 0.04%
7,196
-14,904
437
$684K 0.04%
+35,963
438
$682K 0.04%
+94,917
439
$678K 0.04%
4,859
+750
440
$677K 0.04%
10,075
+92
441
$676K 0.04%
23,111
+2,998
442
$676K 0.04%
31,949
-1,692
443
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32,084
-1,673
444
$672K 0.04%
40,320
-13,393
445
$670K 0.04%
7,835
-3,633
446
$670K 0.04%
31,825
-1,636
447
$669K 0.04%
4,862
+3,030
448
$669K 0.04%
43,736
+886
449
$668K 0.04%
+5,219
450
$667K 0.04%
32,168
-1,632
16 17
18
19 20