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
601
$445K 0.03%
20,020
-3,973
602
$445K 0.03%
55,436
-5,210
603
$443K 0.03%
13,645
+3,765
604
$443K 0.03%
27,589
+4,153
605
$443K 0.03%
6,763
-1,005
606
$443K 0.03%
16,045
+15
607
$443K 0.03%
+8,025
608
$442K 0.03%
6,460
+533
609
$442K 0.03%
12,063
-563
610
$440K 0.03%
27,902
+17,353
611
$437K 0.03%
+24,276
612
$437K 0.03%
+7,774
613
$436K 0.03%
8,378
-3,723
614
$435K 0.03%
20,135
+200
615
$435K 0.03%
4,534
-6,510
616
$434K 0.03%
+4,840
617
$434K 0.03%
+13,188
618
$433K 0.03%
10,285
-99
619
$432K 0.03%
10,158
+3,622
620
$432K 0.03%
3,095
+751
621
$430K 0.03%
+11,572
622
$430K 0.03%
+18,362
623
$430K 0.03%
+17,641
624
$429K 0.03%
10,498
-653
625
$429K 0.03%
+43,088
23 24
25
26 27