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
26
$7.58M 0.46%
154,191
+8,454
27
$7.5M 0.45%
+76,738
28
$7.43M 0.45%
104,855
+33,105
29
$7.19M 0.43%
1,598,151
-1,516,086
30
$6.44M 0.39%
60,497
-3,439
31
$5.89M 0.35%
392,677
-378,867
32
$5.78M 0.35%
134,211
+13,237
33
$5.7M 0.34%
113,804
+518
34
$5.66M 0.34%
51,104
+11,755
35
$5.44M 0.33%
103,748
+27,307
36
$5.41M 0.33%
63,680
-22,040
37
$5.18M 0.31%
65,214
+18,393
38
$4.88M 0.29%
14,541
-723
39
$4.81M 0.29%
260,797
-13,312
40
$4.79M 0.29%
82,415
-10,316
41
$4.64M 0.28%
34,896
-886
42
$4.62M 0.28%
450,435
+4,940
43
$4.57M 0.28%
46,796
+8,378
44
$4.54M 0.27%
46,000
+1,524
45
$4.49M 0.27%
87,374
+2,410
46
$4.46M 0.27%
53,478
-3,427
47
$4.44M 0.27%
63,318
+2,442
48
$4.39M 0.26%
166,767
-4,462
49
$4.38M 0.26%
11,194
-4,061
50
$4.36M 0.26%
735,560
-34,840
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