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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
1151
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1152
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1153
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1154
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1155
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1156
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1161
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1163
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1164
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1165
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1166
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1167
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1168
-69,032
1169
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1170
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1171
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1172
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1173
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1175
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