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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
1226
-19,533
1227
-13,238
1228
-13,877
1229
-8,022
1230
-11,564
1231
-9,799
1232
-27,093
1233
-6,176
1234
-12,843
1235
-14,325
1236
-4,447
1237
-228
1238
-7,465
1239
-10,694
1240
-6,153
1241
-3,352