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
51
$4.32M 0.26%
40,434
-870
52
$4.3M 0.26%
51,987
-3,412
53
$4.25M 0.26%
14,660
+8,590
54
$4.23M 0.25%
75,318
+22,114
55
$4.16M 0.25%
21,424
-511
56
$4.13M 0.25%
30,898
+7,631
57
$4.07M 0.24%
137,242
-15,292
58
$4.07M 0.24%
217,845
+199,079
59
$4.06M 0.24%
69,430
+42,326
60
$4.05M 0.24%
36,732
+10,137
61
$4.04M 0.24%
134,117
+35,516
62
$4.04M 0.24%
24,440
+12,569
63
$3.99M 0.24%
59,695
-7,391
64
$3.87M 0.23%
29,442
+58
65
$3.79M 0.23%
20,323
+414
66
$3.75M 0.23%
159,222
+12,639
67
$3.73M 0.22%
155,326
-18,821
68
$3.72M 0.22%
12,596
-693
69
$3.64M 0.22%
73,308
+11,222
70
$3.51M 0.21%
30,254
-3,784
71
$3.49M 0.21%
16,645
+13,981
72
$3.46M 0.21%
166,364
+63,722
73
$3.4M 0.2%
30,367
-252
74
$3.37M 0.2%
8,250
+6,848
75
$3.33M 0.2%
69,388
+75
1 2
3
4 5