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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$970K 0.08%
26,328
-4,119
227
$961K 0.08%
5,800
+312
228
$945K 0.08%
13,858
-390
229
$941K 0.08%
37,743
-9,063
230
$929K 0.08%
9,374
-15,623
231
$926K 0.08%
12,736
-425
232
$923K 0.08%
42,261
-5,231
233
$920K 0.08%
3,769
+889
234
$914K 0.08%
10,904
-2,635
235
$912K 0.08%
40,480
-9,675
236
$908K 0.08%
17,660
-20,934
237
$908K 0.08%
9,942
-11,916
238
$899K 0.08%
3,350
+424
239
$885K 0.07%
7,823
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240
$884K 0.07%
11,288
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241
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5,335
-8,515
242
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+31,832
243
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4,170
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244
$862K 0.07%
19,982
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245
$849K 0.07%
17,247
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246
$849K 0.07%
24,163
-2,555
247
$849K 0.07%
9,804
+4,295
248
$849K 0.07%
12,842
-1,039
249
$842K 0.07%
44,810
-1,830
250
$837K 0.07%
18,805
-813
8 9
10
11 12