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
451
$665K 0.04%
7,209
+680
452
$665K 0.04%
32,205
-1,196
453
$663K 0.04%
3,871
-314
454
$660K 0.04%
18,080
+1,720
455
$655K 0.04%
28,520
-825
456
$651K 0.04%
6,130
-1,470
457
$648K 0.04%
+10,806
458
$646K 0.04%
4,492
+634
459
$643K 0.04%
17,916
+1,317
460
$643K 0.04%
5,299
+775
461
$639K 0.04%
4,723
+549
462
$638K 0.04%
14,958
+210
463
$637K 0.04%
18,707
+1,711
464
$636K 0.04%
+2,583
465
$631K 0.04%
49,184
-24,216
466
$629K 0.04%
+17,351
467
$626K 0.04%
12,066
-23,556
468
$623K 0.04%
1,248
+769
469
$617K 0.04%
16,292
+9,507
470
$614K 0.04%
+19,049
471
$613K 0.04%
19,116
-211
472
$613K 0.04%
+9,057
473
$610K 0.04%
+27,909
474
$609K 0.04%
+11,332
475
$604K 0.04%
+5,380
17 18
19
20 21