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
$910M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$11.3M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$10.4M
5
VPU icon
Vanguard Utilities ETF
VPU
+$8.18M

Top Sells

1
+$94.3M
2
+$31.1M
3
+$22.6M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$10.7M
5
EL icon
Estee Lauder
EL
+$3.25M

Sector Composition

1 Technology 14.13%
2 Healthcare 9.16%
3 Financials 6.58%
4 Consumer Discretionary 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.17%
33,040
-5,710
127
$1.55M 0.17%
9,924
-577
128
$1.54M 0.17%
41,739
+4,806
129
$1.53M 0.17%
25,396
+162
130
$1.53M 0.17%
25,987
-2,158
131
$1.52M 0.17%
12,866
+1,794
132
$1.52M 0.17%
3,152
-947
133
$1.51M 0.17%
19,323
+3,521
134
$1.49M 0.16%
4,206
-183
135
$1.48M 0.16%
60,255
-2,403
136
$1.48M 0.16%
14,483
-4,595
137
$1.47M 0.16%
17,979
+1,575
138
$1.47M 0.16%
10,543
+2,870
139
$1.45M 0.16%
30,120
+1,563
140
$1.43M 0.16%
23,871
+6,054
141
$1.43M 0.16%
19,862
+7,339
142
$1.43M 0.16%
5,368
-466
143
$1.4M 0.15%
3,654
-59
144
$1.39M 0.15%
7,802
+2,526
145
$1.35M 0.15%
3,582
+865
146
$1.34M 0.15%
89,069
+15,679
147
$1.33M 0.15%
14,848
-11,092
148
$1.33M 0.15%
12,383
-2,136
149
$1.32M 0.14%
20,475
+8,341
150
$1.3M 0.14%
10,938
+6,191
4 5
6
7 8