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
$1.47B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$66.4M
3
+$13.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.4M

Top Sells

1
+$216M
2
+$69.9M
3
+$19.4M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$8.34M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$7.63M

Sector Composition

1 Healthcare 8.17%
2 Technology 4.75%
3 Industrials 3.37%
4 Consumer Discretionary 2.14%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$840K 0.06%
8,828
+1,314
252
$834K 0.06%
15,118
-83,316
253
$831K 0.06%
54,507
+17,076
254
$829K 0.06%
+10,476
255
$827K 0.06%
9,097
+1,304
256
$826K 0.06%
+7,762
257
$823K 0.06%
8,897
+341
258
$823K 0.06%
31,367
-14,368
259
$820K 0.06%
6,884
+183
260
$818K 0.06%
12,044
-532
261
$817K 0.06%
23,799
+699
262
$815K 0.06%
32,456
+4,536
263
$811K 0.06%
12,830
+4,943
264
$811K 0.06%
1,896
-39
265
$808K 0.06%
52,091
-9,427
266
$804K 0.05%
19,038
-3,625
267
$803K 0.05%
12,538
+1,580
268
$802K 0.05%
10,842
-738
269
$802K 0.05%
13,852
+513
270
$798K 0.05%
12,432
+1,300
271
$794K 0.05%
10,082
+181
272
$785K 0.05%
8,332
-442
273
$785K 0.05%
9,463
-1,693
274
$784K 0.05%
12,671
-347
275
$783K 0.05%
+17,712
9 10
11
12 13