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
476
$603K 0.04%
26,180
+393
477
$600K 0.04%
7,502
+14
478
$599K 0.04%
4,338
-1,948
479
$593K 0.04%
5,996
+1,170
480
$593K 0.04%
10,413
+4,103
481
$593K 0.04%
27,194
+296
482
$590K 0.04%
+2,976
483
$588K 0.04%
2,397
-2,359
484
$587K 0.04%
10,729
-2,321
485
$586K 0.04%
5,386
+965
486
$585K 0.04%
9,283
-9,333
487
$584K 0.04%
12,852
+8,322
488
$583K 0.04%
13,999
-640
489
$582K 0.04%
21,015
+13,467
490
$581K 0.04%
10,151
-1,657
491
$579K 0.03%
36,763
+5,260
492
$573K 0.03%
7,767
+2,282
493
$571K 0.03%
13,664
-67,084
494
$571K 0.03%
25,863
+11,984
495
$570K 0.03%
7,980
-14
496
$570K 0.03%
26,741
+3,893
497
$569K 0.03%
35,684
+24,820
498
$568K 0.03%
+28,210
499
$566K 0.03%
+10,801
500
$565K 0.03%
4,467
+2,525
18 19
20
21 22