FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.69%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.47B
AUM Growth
+$86.6M
(+6.3%)
Cap. Flow
+$48.4M
Cap. Flow
% of AUM
3.29%
Top 10 Holdings %
Top 10 Hldgs %
49.13%
Holding
950
New
126
Increased
469
Reduced
240
Closed
112
Top Buys
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$216M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$69.9M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$19.4M |
| 4 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$8.34M |
| 5 |
Global X SuperDividend ETF
SDIV
|
$7.63M |
Sector Composition
| 1 | Healthcare | 8.17% |
| 2 | Technology | 4.75% |
| 3 | Industrials | 3.39% |
| 4 | Consumer Discretionary | 2.14% |
| 5 | Financials | 1.94% |
