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
551
$503K 0.03%
13,959
+6,077
552
$501K 0.03%
28,928
+4,904
553
$501K 0.03%
+20,611
554
$500K 0.03%
16,896
-147,999
555
$498K 0.03%
4,289
-240
556
$496K 0.03%
14,810
+5,159
557
$496K 0.03%
33,608
-460
558
$492K 0.03%
9,631
+440
559
$492K 0.03%
+14,137
560
$491K 0.03%
3,603
+303
561
$491K 0.03%
+12,077
562
$491K 0.03%
+7,699
563
$489K 0.03%
27,735
-3,938
564
$489K 0.03%
55,523
+44,479
565
$488K 0.03%
+1,425
566
$487K 0.03%
6,462
+1,199
567
$487K 0.03%
19,010
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568
$487K 0.03%
10,935
-644
569
$484K 0.03%
8,256
-2,674
570
$483K 0.03%
4,581
-435
571
$483K 0.03%
+12,580
572
$483K 0.03%
13,246
-3,541
573
$481K 0.03%
44,108
+21,173
574
$479K 0.03%
6,576
-291
575
$475K 0.03%
42,215
+1,095
21 22
23
24 25