FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
-1%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$567M
AUM Growth
-$28.1M
(-4.7%)
Cap. Flow
-$18.5M
Cap. Flow
% of AUM
-3.27%
Top 10 Holdings %
Top 10 Hldgs %
39.6%
Holding
571
New
69
Increased
333
Reduced
90
Closed
78
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$8.15M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.95M |
| 3 |
VanEck Emerging Markets High Yield Bond ETF
HYEM
|
$4.6M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.23M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$3.12M |
Top Sells
Sector Composition
| 1 | Industrials | 4.71% |
| 2 | Technology | 4.61% |
| 3 | Healthcare | 4.42% |
| 4 | Financials | 3.8% |
| 5 | Consumer Discretionary | 2.87% |
