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
251
$270K 0.08%
4,549
+953
252
$270K 0.08%
+12,695
253
$268K 0.08%
2,875
+1
254
$267K 0.08%
4,148
+219
255
$267K 0.08%
+12,842
256
$266K 0.08%
2,530
+59
257
$264K 0.08%
3,499
+718
258
$263K 0.08%
+12,374
259
$260K 0.07%
+11,109
260
$257K 0.07%
9,445
-1,844
261
$257K 0.07%
8,122
-29
262
$256K 0.07%
6,982
+1,110
263
$255K 0.07%
2,213
+56
264
$254K 0.07%
13,528
-474
265
$254K 0.07%
21,088
+7,094
266
$253K 0.07%
5,304
-1,504
267
$251K 0.07%
10,426
+1,674
268
$251K 0.07%
3,445
-1,395
269
$250K 0.07%
3,914
+170
270
$247K 0.07%
2,979
+65
271
$246K 0.07%
4,924
+315
272
$243K 0.07%
4,193
-264
273
$243K 0.07%
27,658
+394
274
$241K 0.07%
3,283
+95
275
$240K 0.07%
2,243
+52
9 10
11
12 13