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
$910M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$11.3M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$10.4M
5
VPU icon
Vanguard Utilities ETF
VPU
+$8.18M

Top Sells

1
+$94.3M
2
+$31.1M
3
+$22.6M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$10.7M
5
EL icon
Estee Lauder
EL
+$3.25M

Sector Composition

1 Technology 14.13%
2 Healthcare 9.16%
3 Financials 6.58%
4 Consumer Discretionary 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.43%
91,910
-20,986
52
$3.85M 0.42%
69,502
+35,214
53
$3.82M 0.42%
24,048
-2,536
54
$3.72M 0.41%
22,820
-1,620
55
$3.62M 0.4%
29,913
-1,237
56
$3.6M 0.39%
25,839
+54
57
$3.56M 0.39%
17,171
+918
58
$3.45M 0.38%
92,945
-6,546
59
$3.41M 0.37%
+61,904
60
$3.4M 0.37%
48,881
-3,681
61
$3.35M 0.37%
14,250
+3,066
62
$3.31M 0.36%
14,419
-808
63
$3.28M 0.36%
111,570
-5,380
64
$3.18M 0.35%
248,306
-17,779
65
$3.17M 0.35%
14,479
-1,028
66
$3.16M 0.35%
14,609
+1,565
67
$3.13M 0.34%
20,546
-2,250
68
$3.1M 0.34%
259,060
-22,231
69
$3.02M 0.33%
108,675
-11,636
70
$2.93M 0.32%
64,490
+6,067
71
$2.91M 0.32%
5,828
-925
72
$2.9M 0.32%
21,840
-18,369
73
$2.68M 0.29%
53,571
-17,904
74
$2.65M 0.29%
16,484
+1,779
75
$2.62M 0.29%
57,522
+17,630
1 2
3
4 5