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
501
$562K 0.03%
15,851
+154
502
$561K 0.03%
17,171
+3,858
503
$559K 0.03%
57,560
-38,880
504
$558K 0.03%
21,623
+5,017
505
$557K 0.03%
25,747
-4,521
506
$555K 0.03%
15,766
+2,669
507
$554K 0.03%
+7,939
508
$551K 0.03%
9,932
+2,156
509
$550K 0.03%
4,344
+1,687
510
$550K 0.03%
4,286
-341
511
$550K 0.03%
10,563
+5,052
512
$550K 0.03%
17,945
+4,570
513
$549K 0.03%
11,864
-10,424
514
$548K 0.03%
+85,417
515
$545K 0.03%
28,838
+3,959
516
$544K 0.03%
85,100
+54,673
517
$542K 0.03%
+24,951
518
$541K 0.03%
1,682
-2,681
519
$541K 0.03%
5,638
+744
520
$541K 0.03%
+3,206
521
$539K 0.03%
5,261
-321
522
$534K 0.03%
+9,190
523
$532K 0.03%
10,138
+1,856
524
$532K 0.03%
3,394
+153
525
$532K 0.03%
11,168
+4,972
19 20
21
22 23