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
526
$239K 0.03%
4,387
-176
527
$239K 0.03%
2,380
-199
528
$239K 0.03%
+12,654
529
$239K 0.03%
7,156
-3,251
530
$238K 0.03%
+3,257
531
$237K 0.03%
684
-83
532
$237K 0.03%
+41,408
533
$237K 0.03%
+7,401
534
$235K 0.03%
2,101
-12
535
$235K 0.03%
+1,199
536
$235K 0.03%
+5,039
537
$235K 0.03%
+2,834
538
$232K 0.03%
894
-192
539
$232K 0.03%
1,983
-155
540
$232K 0.03%
2,824
-404
541
$230K 0.03%
+4,147
542
$228K 0.03%
+2,078
543
$228K 0.03%
19,248
-21,077
544
$228K 0.03%
4,695
-416
545
$227K 0.02%
8,033
-1,846
546
$225K 0.02%
27,339
+3,496
547
$223K 0.02%
22,468
-6,723
548
$221K 0.02%
+7,982
549
$221K 0.02%
2,190
-179
550
$221K 0.02%
+3,132
20 21
22
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