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
576
$474K 0.03%
+13,746
577
$473K 0.03%
+28,809
578
$473K 0.03%
9,248
+778
579
$472K 0.03%
14,809
+3,919
580
$472K 0.03%
+8,960
581
$471K 0.03%
7,440
-6,208
582
$471K 0.03%
9,633
+459
583
$471K 0.03%
27,059
-9,366
584
$470K 0.03%
2,130
+490
585
$469K 0.03%
5,476
-1,169
586
$468K 0.03%
7,068
-779
587
$465K 0.03%
+5,322
588
$464K 0.03%
10,678
+2,172
589
$460K 0.03%
9,657
+3,766
590
$458K 0.03%
11,144
+616
591
$457K 0.03%
8,659
-98
592
$457K 0.03%
8,236
+4,238
593
$455K 0.03%
10,480
-277
594
$454K 0.03%
67,594
-5,110
595
$454K 0.03%
9,349
+4,612
596
$449K 0.03%
+12,230
597
$448K 0.03%
9,752
-3,390
598
$448K 0.03%
+48,847
599
$446K 0.03%
+14,530
600
$446K 0.03%
+4,488
22 23
24
25 26