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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
1201
-7,410
1202
-135,448
1203
-10,935
1204
-5,323
1205
-5,046
1206
-59,530
1207
-8,086
1208
-156,348
1209
-18,536
1210
-27,573
1211
-19,757
1212
-6,253
1213
-2,552
1214
-1,421
1215
-1,633
1216
-21,032
1217
-23,260
1218
-12,703
1219
-1,975
1220
-4,647
1221
-13,815
1222
-4,386
1223
-12,475
1224
-6,582
1225
-900