FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
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
+$45.4M
3
+$25.3M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.74M

Top Sells

1
+$199M
2
+$55.3M
3
+$37.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$16.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$7.86M

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
101
$2.75M 0.17%
53,134
+3,270
102
$2.73M 0.16%
123,736
-1,762
103
$2.71M 0.16%
108,179
+7,132
104
$2.7M 0.16%
9,947
+2,875
105
$2.7M 0.16%
111,599
+7,705
106
$2.69M 0.16%
110,933
+7,950
107
$2.65M 0.16%
28,122
+9,593
108
$2.64M 0.16%
70,251
+8,307
109
$2.61M 0.16%
+11,974
110
$2.6M 0.16%
16,256
-3,635
111
$2.6M 0.16%
15,061
+6,636
112
$2.58M 0.16%
49,949
+1,471
113
$2.58M 0.16%
20,812
+14,056
114
$2.58M 0.16%
16,055
+5,634
115
$2.56M 0.15%
34,588
+2,931
116
$2.53M 0.15%
7,337
+4,171
117
$2.52M 0.15%
31,695
-22,217
118
$2.52M 0.15%
14,852
+5,907
119
$2.51M 0.15%
20,679
-4,685
120
$2.5M 0.15%
136,669
-4,255
121
$2.5M 0.15%
46,251
-5,451
122
$2.48M 0.15%
46,752
-2,858
123
$2.48M 0.15%
143,279
+38,704
124
$2.48M 0.15%
53,646
+26,083
125
$2.47M 0.15%
14,543
-43
3 4
5
6 7