FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.26%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.66B
AUM Growth
-$299M
(-15%)
Cap. Flow
-$330M
Cap. Flow
% of AUM
-19.87%
Top 10 Holdings %
Top 10 Hldgs %
31.24%
Holding
1,324
New
213
Increased
368
Reduced
365
Closed
377
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$191M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$45.4M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$25.3M |
| 4 |
iShares Select Dividend ETF
DVY
|
+$7.5M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.74M |
Top Sells
Sector Composition
| 1 | Healthcare | 9.41% |
| 2 | Technology | 8.81% |
| 3 | Financials | 5.81% |
| 4 | Industrials | 5.42% |
| 5 | Consumer Discretionary | 4.83% |
