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
801
$265K 0.02%
+22,060
802
$262K 0.02%
9,723
-971
803
$262K 0.02%
7,274
-3,520
804
$261K 0.02%
73,246
-38,668
805
$261K 0.02%
+4,422
806
$261K 0.02%
4,242
-207
807
$261K 0.02%
+6,135
808
$260K 0.02%
+1,974
809
$257K 0.02%
+12,041
810
$256K 0.02%
15,941
-1,270
811
$255K 0.02%
2,702
-192
812
$254K 0.02%
5,685
-4,031
813
$254K 0.02%
+1,505
814
$254K 0.02%
+6,713
815
$252K 0.02%
+3,236
816
$252K 0.02%
7,328
-1,264
817
$251K 0.02%
30,578
+9,735
818
$249K 0.02%
+6,388
819
$249K 0.02%
6,081
+1,244
820
$248K 0.01%
4,745
-45,030
821
$246K 0.01%
+6,725
822
$245K 0.01%
+53,186
823
$245K 0.01%
3,673
-1,065
824
$244K 0.01%
+5,676
825
$244K 0.01%
+15,950
31 32
33
34 35