FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$15.5M
3
+$8.31M
4
BND icon
Vanguard Total Bond Market
BND
+$5.76M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.75M

Top Sells

1
+$15.4M
2
+$8.97M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.58M
5
MBB icon
iShares MBS ETF
MBB
+$2.37M

Sector Composition

1 Technology 3.62%
2 Industrials 2.99%
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
276
$240K 0.07%
6,232
-250
277
$239K 0.07%
+8,991
278
$238K 0.07%
+53,900
279
$237K 0.07%
+5,211
280
$237K 0.07%
+11,804
281
$233K 0.07%
2,194
+49
282
$232K 0.07%
6,119
-177
283
$232K 0.07%
17,132
+781
284
$231K 0.07%
+4,693
285
$230K 0.07%
+8,399
286
$230K 0.07%
+4,736
287
$230K 0.07%
3,605
+169
288
$229K 0.07%
1,722
+32
289
$227K 0.06%
8,038
-886
290
$227K 0.06%
4,584
+174
291
$227K 0.06%
12,711
+550
292
$226K 0.06%
8,194
-1,080
293
$226K 0.06%
+4,349
294
$226K 0.06%
3,717
+20
295
$226K 0.06%
4,367
+568
296
$226K 0.06%
+4,532
297
$226K 0.06%
15,390
+887
298
$224K 0.06%
+4,736
299
$223K 0.06%
1,742
-71
300
$222K 0.06%
+10,176
10 11
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