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
751
$304K 0.02%
+8,331
752
$304K 0.02%
+3,009
753
$303K 0.02%
+10,452
754
$303K 0.02%
+5,420
755
$303K 0.02%
8,426
+956
756
$303K 0.02%
+9,652
757
$301K 0.02%
+10,597
758
$301K 0.02%
7,060
+876
759
$300K 0.02%
7,907
+2,744
760
$300K 0.02%
14,122
+1,694
761
$300K 0.02%
3,213
-2
762
$298K 0.02%
49,519
+2,855
763
$296K 0.02%
+3,533
764
$294K 0.02%
51,681
+557
765
$294K 0.02%
+4,716
766
$294K 0.02%
+7,851
767
$292K 0.02%
4,189
-221
768
$291K 0.02%
13,572
+784
769
$291K 0.02%
124,202
-98,752
770
$290K 0.02%
+4,328
771
$290K 0.02%
8,202
-8,159
772
$287K 0.02%
8,588
-743
773
$286K 0.02%
+8,429
774
$285K 0.02%
6,153
-500
775
$283K 0.02%
+4,886
29 30
31
32 33