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
626
$428K 0.03%
+6,998
627
$428K 0.03%
+8,687
628
$428K 0.03%
5,829
-295
629
$426K 0.03%
9,686
-98
630
$422K 0.03%
+4,175
631
$422K 0.03%
2,163
-2,121
632
$422K 0.03%
+5,622
633
$419K 0.03%
7,522
+721
634
$417K 0.03%
1,717
+731
635
$417K 0.03%
11,852
-2,488
636
$416K 0.03%
18,277
+1,037
637
$416K 0.03%
4,624
+243
638
$414K 0.02%
15,177
-871
639
$414K 0.02%
+5,692
640
$411K 0.02%
+10,568
641
$411K 0.02%
5,757
+1,572
642
$409K 0.02%
+18,926
643
$408K 0.02%
+1,814
644
$407K 0.02%
5,883
-2,852
645
$407K 0.02%
+8,273
646
$406K 0.02%
+1,178
647
$404K 0.02%
+21,462
648
$404K 0.02%
+5,731
649
$402K 0.02%
+25,550
650
$400K 0.02%
+5,120
24 25
26
27 28