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
$1.29B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$71.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M

Top Sells

1
+$204M
2
+$37.7M
3
+$26.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.4M

Sector Composition

1 Healthcare 9.66%
2 Technology 8.46%
3 Financials 5.13%
4 Industrials 4.75%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.22M 0.1%
10,534
-807
227
$1.21M 0.09%
35,417
+29,589
228
$1.21M 0.09%
25,508
-1,696
229
$1.19M 0.09%
4,446
+664
230
$1.19M 0.09%
13,815
+1,410
231
$1.19M 0.09%
12,747
-1,209
232
$1.17M 0.09%
23,098
-2,510
233
$1.17M 0.09%
92,995
-7,891
234
$1.17M 0.09%
29,510
-9,364
235
$1.17M 0.09%
113,206
-31,642
236
$1.16M 0.09%
33,676
+6,189
237
$1.15M 0.09%
17,587
-2,453
238
$1.14M 0.09%
18,028
+446
239
$1.14M 0.09%
29,980
-12,239
240
$1.14M 0.09%
592,029
-151,726
241
$1.14M 0.09%
106,662
-18,771
242
$1.13M 0.09%
100,509
+74,298
243
$1.12M 0.09%
7,134
-239
244
$1.12M 0.09%
10,329
-6,400
245
$1.12M 0.09%
16,839
+10,770
246
$1.11M 0.09%
33,700
+3,632
247
$1.08M 0.08%
18,216
-1,294
248
$1.08M 0.08%
9,032
-722
249
$1.08M 0.08%
21,480
-891
250
$1.08M 0.08%
81,792
-19,917
8 9
10
11 12