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
851
$226K 0.01%
16,147
-3,463
852
$225K 0.01%
11,382
-909
853
$225K 0.01%
+2,870
854
$225K 0.01%
7,074
-2,181
855
$225K 0.01%
+4,594
856
$223K 0.01%
5,526
+336
857
$222K 0.01%
+5,129
858
$221K 0.01%
8,352
-139
859
$221K 0.01%
3,034
+352
860
$219K 0.01%
+4,482
861
$217K 0.01%
13,043
-541
862
$216K 0.01%
12,949
+309
863
$216K 0.01%
11,036
-522
864
$216K 0.01%
7,517
+585
865
$215K 0.01%
18,691
-5,160
866
$214K 0.01%
+7,249
867
$214K 0.01%
+4,981
868
$213K 0.01%
+9,179
869
$213K 0.01%
7,824
-503
870
$213K 0.01%
291
-312
871
$212K 0.01%
3,890
-218
872
$211K 0.01%
6,599
-40,455
873
$210K 0.01%
1,889
-704
874
$208K 0.01%
8,299
-463
875
$208K 0.01%
5,926
-1,855
33 34
35
36 37