FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.45%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.82B
AUM Growth
+$65.5M
(+3.7%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
34.54%
Holding
1,209
New
147
Increased
646
Reduced
297
Closed
114
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$39.8M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$21.1M |
| 3 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$17.3M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.23M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$5.32M |
Sector Composition
| 1 | Healthcare | 7.49% |
| 2 | Technology | 7.01% |
| 3 | Industrials | 4.78% |
| 4 | Financials | 4.03% |
| 5 | Consumer Discretionary | 3.93% |