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
676
$378K 0.02%
+7,488
677
$371K 0.02%
56,562
+39,709
678
$370K 0.02%
4,219
-304
679
$368K 0.02%
14,777
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680
$367K 0.02%
34,691
+18,268
681
$366K 0.02%
15,710
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682
$366K 0.02%
1,733
-3,303
683
$366K 0.02%
8,855
-786
684
$364K 0.02%
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-8,778
685
$364K 0.02%
12,751
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686
$363K 0.02%
3,056
-2,108
687
$361K 0.02%
2,121
-1,641
688
$360K 0.02%
28,135
-3,686
689
$359K 0.02%
6,120
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690
$358K 0.02%
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3,396
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693
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694
$355K 0.02%
2,079
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695
$354K 0.02%
12,557
-17,122
696
$350K 0.02%
985
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$349K 0.02%
11,526
-8,177
698
$349K 0.02%
4,427
-208
699
$348K 0.02%
3,376
-373
700
$347K 0.02%
3,447
+804
26 27
28
29 30