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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
1101
-13,943
1102
-19,914
1103
-9,450
1104
-17,621
1105
-6,312
1106
-2,587
1107
-7,393
1108
-161,256
1109
-12,259
1110
-67,981
1111
-4,408
1112
-8,871
1113
-36,284
1114
-18,509
1115
-4,161
1116
-22,219
1117
-31,428
1118
-21,929
1119
-6,356
1120
-21,206
1121
-3,941
1122
0
1123
-8,719
1124
-15,988
1125
-7,110