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
476
$298K 0.03%
2,247
-321
477
$296K 0.03%
9,831
-1,485
478
$294K 0.03%
14,854
+2,668
479
$293K 0.03%
8,340
-1,648
480
$292K 0.03%
3,638
-1,159
481
$291K 0.03%
+13,283
482
$289K 0.03%
7,903
-1,635
483
$289K 0.03%
3,616
-315
484
$288K 0.03%
8,222
-536
485
$288K 0.03%
+4,896
486
$285K 0.03%
2,766
-258
487
$283K 0.03%
+5,640
488
$278K 0.03%
4,026
-220
489
$276K 0.03%
+4,435
490
$276K 0.03%
3,832
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491
$275K 0.03%
6,832
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492
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7,314
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493
$274K 0.03%
11,230
-1,224
494
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495
$272K 0.03%
14,024
-2,250
496
$269K 0.03%
4,375
-233
497
$269K 0.03%
17,165
-3,024
498
$268K 0.03%
+4,321
499
$268K 0.03%
1,826
-160
500
$264K 0.03%
+3,986
18 19
20
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