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
726
$325K 0.02%
+13,185
727
$324K 0.02%
7,061
-7,344
728
$324K 0.02%
50,330
-3,595
729
$323K 0.02%
+5,007
730
$323K 0.02%
+82,656
731
$321K 0.02%
8,206
-1,131
732
$321K 0.02%
8,418
-417
733
$321K 0.02%
+35,661
734
$320K 0.02%
6,943
-588
735
$320K 0.02%
+7,873
736
$319K 0.02%
57,266
+26,009
737
$316K 0.02%
+143,806
738
$315K 0.02%
+6,036
739
$313K 0.02%
5,108
-132
740
$313K 0.02%
+17,568
741
$312K 0.02%
4,396
+762
742
$312K 0.02%
3,009
-786
743
$312K 0.02%
7,278
-764
744
$312K 0.02%
41,828
-117,165
745
$311K 0.02%
31,009
-15,966
746
$308K 0.02%
3,374
-3,974
747
$307K 0.02%
+41,790
748
$307K 0.02%
7,662
-177
749
$306K 0.02%
+9,172
750
$304K 0.02%
6,438
-572
28 29
30
31 32