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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
3
+$36.9M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M

Sector Composition

1 Healthcare 8.73%
2 Technology 7.67%
3 Financials 4.69%
4 Industrials 4.35%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.05M 0.08%
7,333
-487
227
$1.04M 0.08%
19,352
+7
228
$1.03M 0.08%
6,110
+1,316
229
$1.03M 0.08%
8,048
-3,727
230
$1.02M 0.08%
74,845
-1,433
231
$1.02M 0.08%
12,644
-14,263
232
$1.02M 0.08%
4,051
+450
233
$1.02M 0.08%
16,777
-18,295
234
$1.01M 0.08%
13,539
-8,014
235
$1M 0.08%
14,804
+142
236
$1M 0.08%
14,248
+110
237
$994K 0.08%
20,689
-25,215
238
$993K 0.08%
17,067
+3,849
239
$990K 0.08%
30,447
-2,520
240
$983K 0.08%
29,608
+4,156
241
$979K 0.08%
218,120
-204,120
242
$976K 0.08%
89,311
-8,194
243
$975K 0.08%
+19,445
244
$974K 0.08%
19,618
-5,169
245
$965K 0.08%
15,248
-8,108
246
$961K 0.08%
3,537
-1,203
247
$958K 0.08%
74,294
-73,244
248
$946K 0.08%
11,899
-6,025
249
$946K 0.08%
187,019
+39,595
250
$927K 0.07%
+15,633
8 9
10
11 12