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
826
$243K 0.01%
9,162
-1,853
827
$242K 0.01%
+1,880
828
$240K 0.01%
4,616
-10,970
829
$240K 0.01%
+7,818
830
$239K 0.01%
+26,830
831
$238K 0.01%
3,283
-288
832
$238K 0.01%
+3,678
833
$237K 0.01%
+35,068
834
$237K 0.01%
+5,926
835
$237K 0.01%
24,203
+8,420
836
$236K 0.01%
+35,133
837
$235K 0.01%
16,795
-777
838
$235K 0.01%
+13,163
839
$234K 0.01%
4,441
+318
840
$233K 0.01%
7,200
-625
841
$232K 0.01%
+3,668
842
$231K 0.01%
+2,952
843
$231K 0.01%
+2,729
844
$230K 0.01%
+4,834
845
$230K 0.01%
384
-746
846
$230K 0.01%
6,190
-4,467
847
$230K 0.01%
+9,349
848
$229K 0.01%
3,877
-7,906
849
$227K 0.01%
8,736
-6,422
850
$227K 0.01%
18,521
-28,336
32 33
34
35 36