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
151
$2.1M 0.13%
33,203
+5,165
152
$2.1M 0.13%
36,272
+4,360
153
$2.1M 0.13%
47,608
+13,692
154
$2.09M 0.13%
19,932
-3,785
155
$2.08M 0.13%
+93,660
156
$2.08M 0.13%
+69,874
157
$2.07M 0.12%
+56,600
158
$2.06M 0.12%
19,657
+310
159
$2.06M 0.12%
35,068
-314
160
$2.05M 0.12%
22,504
+9,583
161
$2.05M 0.12%
42,822
+3,197
162
$2.01M 0.12%
19,646
+5,941
163
$1.99M 0.12%
52,593
+16,284
164
$1.97M 0.12%
7,138
+3,558
165
$1.96M 0.12%
179,077
+3,810
166
$1.96M 0.12%
35,476
+18,551
167
$1.96M 0.12%
40,359
-40,422
168
$1.96M 0.12%
41,649
-7,620
169
$1.94M 0.12%
31,074
+5,376
170
$1.93M 0.12%
+100,474
171
$1.93M 0.12%
111,370
+16,070
172
$1.92M 0.12%
76,374
+30,700
173
$1.92M 0.12%
10,323
+1,220
174
$1.91M 0.12%
24,324
+862
175
$1.9M 0.11%
248,273
+93,838
5 6
7
8 9