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
$1.29B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$71.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M

Top Sells

1
+$204M
2
+$37.7M
3
+$26.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.4M

Sector Composition

1 Healthcare 9.66%
2 Technology 8.46%
3 Financials 5.13%
4 Industrials 4.75%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M 0.08%
9,335
+34
252
$1.08M 0.08%
6,654
-1,129
253
$1.07M 0.08%
+32,588
254
$1.06M 0.08%
9,565
+2,188
255
$1.05M 0.08%
46,069
-2,338
256
$1.04M 0.08%
20,870
-2,674
257
$1.04M 0.08%
255,631
-3,074
258
$1.03M 0.08%
16,805
-207
259
$1.03M 0.08%
23,147
-18,861
260
$1.03M 0.08%
59,009
+4,742
261
$1.03M 0.08%
5,224
+1,375
262
$1.02M 0.08%
32,967
-8,859
263
$1.02M 0.08%
19,515
-1,143
264
$1M 0.08%
3,557
+89
265
$1M 0.08%
58,216
-4,210
266
$998K 0.08%
15,006
-653
267
$959K 0.07%
5,096
+2,526
268
$956K 0.07%
31,636
-6,659
269
$954K 0.07%
18,411
-3,474
270
$954K 0.07%
7,820
-2,525
271
$953K 0.07%
10,641
-2,018
272
$953K 0.07%
37,377
-2,431
273
$947K 0.07%
24,733
-112
274
$941K 0.07%
19,345
-1,215
275
$936K 0.07%
2,903
-11,560
9 10
11
12 13