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
526
$531K 0.03%
+18,459
527
$531K 0.03%
+46,724
528
$527K 0.03%
15,012
+2,603
529
$527K 0.03%
14,714
+6,720
530
$525K 0.03%
14,223
-661
531
$524K 0.03%
3,552
+1,399
532
$523K 0.03%
+31,355
533
$521K 0.03%
7,866
-705
534
$520K 0.03%
6,578
-6,074
535
$519K 0.03%
5,730
+265
536
$518K 0.03%
4,470
-27,157
537
$516K 0.03%
22,925
+5,370
538
$516K 0.03%
90,801
-26,118
539
$515K 0.03%
+14,613
540
$514K 0.03%
18,015
-707
541
$514K 0.03%
10,528
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542
$513K 0.03%
11,638
+2,439
543
$513K 0.03%
52,460
-36,054
544
$511K 0.03%
140,388
+23,376
545
$511K 0.03%
18,177
-1,350
546
$510K 0.03%
24,836
-7,402
547
$509K 0.03%
6,906
-1,659
548
$508K 0.03%
31,532
-11,506
549
$506K 0.03%
5,537
+119
550
$505K 0.03%
31,950
+6,430
20 21
22
23 24