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
701
$347K 0.02%
6,616
-93,296
702
$347K 0.02%
40,461
+606
703
$346K 0.02%
+3,763
704
$345K 0.02%
+25,345
705
$345K 0.02%
8,003
+425
706
$344K 0.02%
3,846
-3,826
707
$344K 0.02%
18,122
+6,079
708
$344K 0.02%
+4,235
709
$343K 0.02%
+24,086
710
$342K 0.02%
2,761
-237
711
$341K 0.02%
18,675
-4,635
712
$340K 0.02%
9,629
-267
713
$339K 0.02%
+4,955
714
$338K 0.02%
+16,908
715
$337K 0.02%
14,632
-670
716
$335K 0.02%
80,052
-6,242
717
$334K 0.02%
9,093
-364
718
$332K 0.02%
5,375
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719
$332K 0.02%
10,116
+427
720
$332K 0.02%
+12,265
721
$329K 0.02%
2,891
-385
722
$327K 0.02%
+2,599
723
$327K 0.02%
15,531
-1,876
724
$326K 0.02%
9,519
-16
725
$326K 0.02%
23,966
-777
27 28
29
30 31