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
926
$126K 0.01%
3,625
+214
927
$118K 0.01%
+15,823
928
$108K 0.01%
+17,074
929
$107K 0.01%
6,412
-296
930
$107K 0.01%
20,903
-3,113
931
$100K 0.01%
3,545
+131
932
$99K 0.01%
20,216
-898
933
$99K 0.01%
13,135
+837
934
$96K 0.01%
33,908
+533
935
$93K 0.01%
16,216
-1,050
936
$89K 0.01%
+22,370
937
$88K 0.01%
12,503
-904
938
$83K 0.01%
264
-19
939
$79K ﹤0.01%
11,276
-368
940
$72K ﹤0.01%
77,058
-3,919
941
$62K ﹤0.01%
12,934
+592
942
$55K ﹤0.01%
+21,718
943
$45K ﹤0.01%
16,131
-137,008
944
$41K ﹤0.01%
38,929
-3,668
945
$33K ﹤0.01%
76,206
+3,939
946
$16K ﹤0.01%
+649
947
– –
-17,621
948
– –
-6,312
949
– –
-2,587
950
– –
-7,393
36 37
38
39 40