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
276
$779K 0.05%
4,051
-886
277
$772K 0.05%
16,116
+78
278
$768K 0.05%
+23,527
279
$766K 0.05%
+2,670
280
$765K 0.05%
18,651
+3,408
281
$761K 0.05%
16,324
+6,482
282
$760K 0.05%
+7,794
283
$760K 0.05%
+28,191
284
$758K 0.05%
21,651
+7,245
285
$758K 0.05%
7,787
+461
286
$757K 0.05%
15,986
+5,365
287
$756K 0.05%
33,151
+3,070
288
$753K 0.05%
2,992
-374
289
$744K 0.05%
11,756
-12,825
290
$741K 0.05%
29,764
+1,215
291
$735K 0.05%
19,660
+1,468
292
$733K 0.05%
12,540
+776
293
$733K 0.05%
28,481
+16,979
294
$729K 0.05%
5,705
+612
295
$727K 0.05%
27,597
+1,686
296
$722K 0.05%
27,471
+10,893
297
$720K 0.05%
110,244
-22,119
298
$716K 0.05%
5,020
+9
299
$715K 0.05%
6,951
+1,804
300
$710K 0.05%
88,150
+200
10 11
12
13 14