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
176
$1.9M 0.11%
26,375
+3,450
177
$1.9M 0.11%
29,068
+9,806
178
$1.89M 0.11%
44,651
+939
179
$1.88M 0.11%
9,087
-2,605
180
$1.88M 0.11%
31,583
+4,787
181
$1.87M 0.11%
32,288
-8,662
182
$1.87M 0.11%
33,841
-27,517
183
$1.82M 0.11%
26,789
+16,207
184
$1.81M 0.11%
+16,116
185
$1.8M 0.11%
+134,056
186
$1.8M 0.11%
60,893
+15,082
187
$1.79M 0.11%
98,110
+970
188
$1.79M 0.11%
107,424
-153,222
189
$1.79M 0.11%
16,111
+12,048
190
$1.78M 0.11%
46,429
+33,864
191
$1.78M 0.11%
48,648
-9,336
192
$1.78M 0.11%
13,425
-5,481
193
$1.77M 0.11%
17,605
+4,051
194
$1.75M 0.11%
17,231
-10,303
195
$1.74M 0.1%
31,530
+875
196
$1.74M 0.1%
55,228
+36,044
197
$1.73M 0.1%
45,591
-5,078
198
$1.73M 0.1%
32,754
-3,888
199
$1.71M 0.1%
42,357
-22,968
200
$1.71M 0.1%
33,930
+6,601
6 7
8
9 10