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
76
$3.32M 0.2%
51,596
+686
77
$3.31M 0.2%
96,159
-11,243
78
$3.3M 0.2%
89,884
+30,984
79
$3.29M 0.2%
35,568
+8,316
80
$3.28M 0.2%
19,682
+7,690
81
$3.27M 0.2%
19,968
+3,843
82
$3.26M 0.2%
115,770
+4,596
83
$3.26M 0.2%
51,531
-7,081
84
$3.24M 0.2%
59,290
-821
85
$3.19M 0.19%
20,685
+1,753
86
$3.1M 0.19%
31,660
+16,767
87
$3.09M 0.19%
194,800
+4,310
88
$3.08M 0.19%
178,531
+129,176
89
$3.08M 0.19%
49,982
+19,962
90
$3.04M 0.18%
1,947,414
-1,805,845
91
$3.01M 0.18%
57,789
-7,455
92
$3M 0.18%
79,435
+13,686
93
$2.96M 0.18%
+67,881
94
$2.92M 0.18%
21,500
-6,222
95
$2.91M 0.18%
191,817
-2,520
96
$2.8M 0.17%
9,410
-4,500
97
$2.79M 0.17%
90,880
+27,036
98
$2.79M 0.17%
55,212
+4,601
99
$2.79M 0.17%
+117,741
100
$2.76M 0.17%
35,325
-5,311
2 3
4
5 6