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
651
$400K 0.02%
6,315
+234
652
$399K 0.02%
+4,426
653
$399K 0.02%
6,400
-1,195
654
$398K 0.02%
+12,052
655
$397K 0.02%
+4,305
656
$396K 0.02%
1,696
-346
657
$396K 0.02%
18,004
+7,892
658
$395K 0.02%
6,837
-562
659
$394K 0.02%
1,342
-2,842
660
$393K 0.02%
23,795
-27,064
661
$391K 0.02%
+3,463
662
$391K 0.02%
21,052
-10,806
663
$390K 0.02%
2,691
-5,436
664
$389K 0.02%
+14,624
665
$388K 0.02%
+11,023
666
$388K 0.02%
2,115
-851
667
$386K 0.02%
+6,456
668
$384K 0.02%
34,094
-3,106
669
$384K 0.02%
4,756
-5,560
670
$384K 0.02%
3,709
-137
671
$382K 0.02%
+4,944
672
$381K 0.02%
3,156
+477
673
$379K 0.02%
+7,148
674
$379K 0.02%
7,510
-235
675
$379K 0.02%
+4,974
25 26
27
28 29