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
426
$361K 0.04%
+12,901
427
$361K 0.04%
+24,199
428
$360K 0.04%
4,789
-1,435
429
$359K 0.04%
6,158
-5,402
430
$358K 0.04%
5,357
+709
431
$356K 0.04%
10,206
-894
432
$355K 0.04%
+7,626
433
$354K 0.04%
3,699
-1,791
434
$353K 0.04%
+6,784
435
$352K 0.04%
10,513
-1,003
436
$348K 0.04%
2,557
+425
437
$347K 0.04%
+5,091
438
$347K 0.04%
3,728
-613
439
$345K 0.04%
19,914
+7,636
440
$344K 0.04%
10,866
+333
441
$342K 0.04%
8,321
-1,222
442
$341K 0.04%
6,812
-1,292
443
$335K 0.04%
+3,692
444
$335K 0.04%
+39,685
445
$335K 0.04%
+6,303
446
$334K 0.04%
8,424
-1,015
447
$334K 0.04%
1,142
-1,197
448
$331K 0.04%
5,479
+279
449
$330K 0.04%
1,181
+179
450
$329K 0.04%
25,468
-1,636
16 17
18
19 20