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
551
$221K 0.02%
3,772
-246
552
$220K 0.02%
5,379
-2,041
553
$220K 0.02%
+2,487
554
$218K 0.02%
14,485
+249
555
$218K 0.02%
+5,440
556
$218K 0.02%
+4,678
557
$217K 0.02%
24,065
-3,443
558
$216K 0.02%
+4,543
559
$216K 0.02%
24,091
-667
560
$214K 0.02%
5,236
-384
561
$212K 0.02%
14,557
+903
562
$211K 0.02%
4,142
-516
563
$210K 0.02%
+7,181
564
$210K 0.02%
+7,122
565
$210K 0.02%
+740
566
$209K 0.02%
+1,191
567
$208K 0.02%
3,002
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568
$205K 0.02%
2,553
-908
569
$205K 0.02%
+1,895
570
$204K 0.02%
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571
$204K 0.02%
2,588
-477
572
$204K 0.02%
+20,664
573
$203K 0.02%
+5,757
574
$203K 0.02%
740
-69
575
$203K 0.02%
+4,172
21 22
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