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
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.2M
3
+$8.33M
4
BND icon
Vanguard Total Bond Market
BND
+$5.79M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.85M

Top Sells

1
+$15.5M
2
+$9.05M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.59M
5
MBB icon
iShares MBS ETF
MBB
+$2.4M

Sector Composition

1 Technology 3.67%
2 Industrials 2.91%
3 Healthcare 2.07%
4 Energy 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.08%
4,546
+920
227
$294K 0.08%
15,082
+1,682
228
$291K 0.08%
8,838
-2,298
229
$289K 0.08%
+3,724
230
$289K 0.08%
3,837
+260
231
$289K 0.08%
+19,895
232
$286K 0.08%
+11,645
233
$286K 0.08%
15,260
+1,368
234
$284K 0.08%
5,613
+61
235
$284K 0.08%
+12,571
236
$283K 0.08%
6,157
+356
237
$282K 0.08%
9,159
-261
238
$282K 0.08%
17,362
-12
239
$282K 0.08%
+12,663
240
$279K 0.08%
+3,429
241
$278K 0.08%
+13,237
242
$277K 0.08%
6,712
-13
243
$277K 0.08%
+12,648
244
$276K 0.08%
7,572
+297
245
$275K 0.08%
3,919
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246
$275K 0.08%
4,444
+735
247
$274K 0.08%
+7,981
248
$273K 0.08%
8,580
-3,413
249
$273K 0.08%
12,900
+18
250
$271K 0.08%
4,546
-1,301
8 9
10
11 12