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
876
$208K 0.01%
+38,559
877
$207K 0.01%
2,951
+197
878
$207K 0.01%
+5,976
879
$207K 0.01%
2,874
-187
880
$207K 0.01%
+1,248
881
$207K 0.01%
+3,629
882
$207K 0.01%
+1,749
883
$206K 0.01%
+7,459
884
$205K 0.01%
+9,993
885
$205K 0.01%
+3,124
886
$205K 0.01%
5,797
-5,559
887
$204K 0.01%
3,560
-5,294
888
$204K 0.01%
+4,713
889
$203K 0.01%
+2,382
890
$203K 0.01%
+9,891
891
$202K 0.01%
1,045
-1,953
892
$202K 0.01%
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893
$201K 0.01%
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894
$201K 0.01%
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895
$201K 0.01%
11,846
-4,731
896
$200K 0.01%
35,341
-1,201
897
$200K 0.01%
+13,789
898
$200K 0.01%
+14,177
899
$199K 0.01%
11,914
-3,800
900
$198K 0.01%
3,431
-1,408
34 35
36
37 38