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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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 +$43.1M
3 +$25.1M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.72M

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
1076
-8,019
1077
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1078
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1079
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1080
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1081
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1082
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1083
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1084
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1085
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1086
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1087
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1088
-8,904
1089
-56,745
1090
-14,611
1091
-889
1092
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1093
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1094
-1,592
1095
-66,059
1096
-13,712
1097
-92,674
1098
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1099
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1100
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