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
451
$328K 0.04%
+3,021
452
$326K 0.04%
166,355
-16,900
453
$323K 0.04%
+3,463
454
$322K 0.04%
630
-63
455
$322K 0.04%
2,310
-95
456
$322K 0.04%
7,721
+807
457
$317K 0.03%
2,295
+469
458
$316K 0.03%
+1,571
459
$316K 0.03%
+28,562
460
$315K 0.03%
+4,463
461
$315K 0.03%
+12,284
462
$312K 0.03%
585
-143
463
$309K 0.03%
4,948
-569
464
$308K 0.03%
2,766
-704
465
$307K 0.03%
3,746
-20,518
466
$305K 0.03%
2,779
+396
467
$303K 0.03%
+9,515
468
$303K 0.03%
+4,432
469
$302K 0.03%
3,712
-341
470
$302K 0.03%
8,033
-299
471
$301K 0.03%
+1,386
472
$300K 0.03%
+1,827
473
$299K 0.03%
4,143
-3,730
474
$298K 0.03%
1,017
-60
475
$298K 0.03%
2,814
-142
17 18
19
20 21