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
901
$197K 0.01%
+12,017
902
$194K 0.01%
12,692
-5,990
903
$192K 0.01%
14,583
-15,346
904
$189K 0.01%
+12,188
905
$186K 0.01%
16,784
-48,016
906
$184K 0.01%
11,315
-1,535
907
$183K 0.01%
+13,666
908
$183K 0.01%
+21,909
909
$183K 0.01%
12,402
-1,598
910
$183K 0.01%
+11,761
911
$182K 0.01%
+3,662
912
$182K 0.01%
+11,183
913
$182K 0.01%
17,511
+1,314
914
$182K 0.01%
+25,960
915
$182K 0.01%
+10,391
916
$181K 0.01%
6,476
+400
917
$180K 0.01%
29,483
+1,883
918
$180K 0.01%
12,039
+574
919
$172K 0.01%
+10,056
920
$167K 0.01%
12,970
-2,280
921
$166K 0.01%
21,572
-2,071
922
$157K 0.01%
36,605
+1,243
923
$153K 0.01%
+14,302
924
$140K 0.01%
14,603
-585
925
$135K 0.01%
+57,808
35 36
37
38 39