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
201
$916K 0.1%
4,269
+298
202
$913K 0.1%
2,117
-1,504
203
$896K 0.1%
5,307
-1,438
204
$893K 0.1%
7,463
+1,027
205
$890K 0.1%
10,684
+471
206
$889K 0.1%
13,010
+123
207
$881K 0.1%
8,839
+1,188
208
$878K 0.1%
9,496
-508
209
$858K 0.09%
3,855
+768
210
$846K 0.09%
3,976
+1,879
211
$846K 0.09%
1,871
+863
212
$841K 0.09%
18,277
+2
213
$831K 0.09%
7,030
+280
214
$826K 0.09%
4,725
+3,481
215
$825K 0.09%
8,506
+2,087
216
$817K 0.09%
8,190
+3,660
217
$816K 0.09%
36,685
-5,586
218
$815K 0.09%
+6,846
219
$813K 0.09%
3,590
+436
220
$812K 0.09%
1,979
-996
221
$805K 0.09%
3,951
222
$805K 0.09%
25,350
+14,828
223
$802K 0.09%
62,273
+6,147
224
$797K 0.09%
4,735
+890
225
$797K 0.09%
7,527
+977
7 8
9
10 11