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
776
$283K 0.02%
4,867
-687
777
$283K 0.02%
+17,794
778
$283K 0.02%
+5,688
779
$282K 0.02%
4,095
-21,352
780
$282K 0.02%
6,760
-12,960
781
$282K 0.02%
+116,994
782
$280K 0.02%
+6,505
783
$280K 0.02%
+13,997
784
$279K 0.02%
60,316
-44,987
785
$279K 0.02%
4,939
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786
$278K 0.02%
1,139
-1,453
787
$275K 0.02%
14,476
-2,003
788
$275K 0.02%
5,793
-494
789
$274K 0.02%
11,017
-6,578
790
$273K 0.02%
10,850
-15,309
791
$271K 0.02%
5,371
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$271K 0.02%
4,766
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793
$271K 0.02%
3,855
-365
794
$270K 0.02%
19,504
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795
$269K 0.02%
7,071
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796
$269K 0.02%
20,097
-1,055
797
$267K 0.02%
2,558
-6,279
798
$266K 0.02%
+5,823
799
$266K 0.02%
3,274
+152
800
$266K 0.02%
+17,922
30 31
32
33 34