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
$1.47B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$66.4M
3
+$13.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.4M

Top Sells

1
+$216M
2
+$69.9M
3
+$19.4M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$8.34M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$7.63M

Sector Composition

1 Healthcare 8.17%
2 Technology 4.75%
3 Industrials 3.37%
4 Consumer Discretionary 2.14%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$926K 0.06%
+11,235
227
$920K 0.06%
8,574
-1,626
228
$917K 0.06%
10,257
-2,123
229
$914K 0.06%
197,406
-43,446
230
$911K 0.06%
11,187
-2,188
231
$910K 0.06%
8,097
+3,086
232
$907K 0.06%
+39,939
233
$907K 0.06%
17,183
-3,218
234
$906K 0.06%
6,896
+341
235
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18,300
-3,203
236
$890K 0.06%
16,182
-119
237
$885K 0.06%
11,622
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238
$883K 0.06%
11,753
+3,835
239
$876K 0.06%
+20,432
240
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65,963
-5,452
241
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242
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8,714
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243
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17,253
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244
$868K 0.06%
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245
$861K 0.06%
11,825
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246
$855K 0.06%
6,273
-260
247
$851K 0.06%
17,219
-3,596
248
$848K 0.06%
12,541
-4,560
249
$846K 0.06%
35,781
+2,478
250
$841K 0.06%
28,207
-1,764
8 9
10
11 12