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
126
$2.46M 0.15%
40,200
+5,184
127
$2.45M 0.15%
65,025
-3,371
128
$2.45M 0.15%
35,004
+334
129
$2.43M 0.15%
13,649
+250
130
$2.42M 0.15%
47,408
-3,593
131
$2.4M 0.14%
54,622
+7,748
132
$2.4M 0.14%
54,851
-6,948
133
$2.33M 0.14%
43,882
+2,728
134
$2.3M 0.14%
46,813
+987
135
$2.28M 0.14%
51,474
+29,518
136
$2.28M 0.14%
26,882
-19,788
137
$2.27M 0.14%
13,423
-674
138
$2.26M 0.14%
36,258
+5,856
139
$2.26M 0.14%
15,937
+11,905
140
$2.26M 0.14%
55,144
-57,697
141
$2.24M 0.14%
1,105
+8
142
$2.24M 0.13%
42,849
+4,020
143
$2.22M 0.13%
35,079
-23,315
144
$2.2M 0.13%
29,091
+14,115
145
$2.17M 0.13%
492,367
-476,957
146
$2.16M 0.13%
28,334
+9,078
147
$2.16M 0.13%
14,752
-1,033
148
$2.15M 0.13%
39,735
+5,818
149
$2.12M 0.13%
256,014
+146,540
150
$2.11M 0.13%
18,892
-6,086
4 5
6
7 8