FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.86%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.32B
AUM Growth
+$337M
(+34%)
Cap. Flow
-$181M
Cap. Flow
% of AUM
-13.76%
Top 10 Holdings %
Top 10 Hldgs %
45.84%
Holding
832
New
148
Increased
324
Reduced
306
Closed
54
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$202M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$78.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$59.3M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$36.8M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$35.4M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$152M |
| 2 |
Sapiens International
SPNS
|
$84.5M |
| 3 |
Becton Dickinson
BDX
|
$48.7M |
| 4 |
SPDR Dow Jones REIT ETF
RWR
|
$39.9M |
| 5 |
Qualcomm
QCOM
|
$32M |
Sector Composition
| 1 | Healthcare | 9.19% |
| 2 | Technology | 4.73% |
| 3 | Industrials | 3.76% |
| 4 | Consumer Discretionary | 2.26% |
| 5 | Consumer Staples | 2.1% |
