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
201
$1.71M 0.1%
32,564
-268
202
$1.71M 0.1%
15,883
+850
203
$1.71M 0.1%
16,361
-3,645
204
$1.7M 0.1%
21,993
-4,469
205
$1.7M 0.1%
14,655
-3,977
206
$1.69M 0.1%
14,765
-1,860
207
$1.68M 0.1%
22,314
+4,244
208
$1.68M 0.1%
62,312
-1,670
209
$1.67M 0.1%
10,153
-4,555
210
$1.67M 0.1%
48,369
+1,176
211
$1.67M 0.1%
14,041
-4,554
212
$1.66M 0.1%
19,634
+2,609
213
$1.66M 0.1%
12,703
-21,300
214
$1.66M 0.1%
24,727
+9,720
215
$1.65M 0.1%
29,793
+7,669
216
$1.65M 0.1%
113,171
+15,677
217
$1.64M 0.1%
15,024
+311
218
$1.63M 0.1%
80,123
-488
219
$1.63M 0.1%
28,975
-1,915
220
$1.62M 0.1%
18,993
-235
221
$1.59M 0.1%
15,841
-551,967
222
$1.58M 0.1%
38,577
+6,745
223
$1.55M 0.09%
16,969
-1,809
224
$1.55M 0.09%
119,376
+99,627
225
$1.55M 0.09%
+13,482
7 8
9
10 11