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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
3
+$36.9M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M

Sector Composition

1 Healthcare 8.73%
2 Technology 7.67%
3 Financials 4.69%
4 Industrials 4.35%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$926K 0.07%
+12,005
252
$923K 0.07%
6,358
-799
253
$921K 0.07%
67,018
-33,491
254
$916K 0.07%
16,508
+184
255
$914K 0.07%
13,881
-4
256
$913K 0.07%
7,003
-14,344
257
$911K 0.07%
10,190
-344
258
$894K 0.07%
+46,806
259
$892K 0.07%
22,485
-17,108
260
$890K 0.07%
43,528
-17,118
261
$885K 0.07%
47,492
+5,020
262
$884K 0.07%
24,730
-256
263
$883K 0.07%
14,101
+5,154
264
$880K 0.07%
2,926
-631
265
$879K 0.07%
273,873
+14,707
266
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5,488
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267
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14,935
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268
$858K 0.07%
+5,686
269
$854K 0.07%
+2,056
270
$853K 0.07%
+28,031
271
$849K 0.07%
3,193
-3,495
272
$849K 0.07%
28,614
+549
273
$837K 0.07%
16,278
-1,028
274
$837K 0.07%
+29,358
275
$835K 0.07%
46,640
-123,350
9 10
11
12 13