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
501
$264K 0.03%
22,236
-724
502
$263K 0.03%
9,536
+428
503
$263K 0.03%
+3,232
504
$261K 0.03%
+4,215
505
$260K 0.03%
3,695
-1,239
506
$259K 0.03%
+4,189
507
$258K 0.03%
+4,165
508
$257K 0.03%
4,185
-204
509
$256K 0.03%
+2,583
510
$255K 0.03%
1,775
+147
511
$255K 0.03%
3,135
-2,002
512
$253K 0.03%
+3,494
513
$253K 0.03%
+4,794
514
$252K 0.03%
7,461
+2,386
515
$250K 0.03%
2,860
+286
516
$250K 0.03%
3,297
-553
517
$248K 0.03%
53,003
-10,141
518
$248K 0.03%
1,074
-124
519
$248K 0.03%
2,070
-213
520
$247K 0.03%
+6,104
521
$246K 0.03%
+3,276
522
$245K 0.03%
+15,471
523
$245K 0.03%
922
-12,240
524
$244K 0.03%
6,978
-527
525
$243K 0.03%
+3,548
19 20
21
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