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
276
$933K 0.07%
26,255
-3,785
277
$928K 0.07%
97,505
+30,860
278
$925K 0.07%
44,425
-1,415
279
$924K 0.07%
51,103
+306
280
$918K 0.07%
34,356
-3,821
281
$917K 0.07%
19,471
+2,538
282
$912K 0.07%
15,231
-1,080
283
$911K 0.07%
14,963
-1,639
284
$906K 0.07%
23,032
-1,985
285
$897K 0.07%
63,107
-16,180
286
$886K 0.07%
4,740
-496
287
$882K 0.07%
14,781
+771
288
$872K 0.07%
8,934
-6,622
289
$872K 0.07%
20,777
+422
290
$871K 0.07%
24,787
-2,970
291
$869K 0.07%
37,138
-4,683
292
$868K 0.07%
21,669
-1,987
293
$862K 0.07%
16,868
+4,599
294
$860K 0.07%
22,278
+17,595
295
$858K 0.07%
12,158
+1,548
296
$853K 0.07%
77,327
-10,154
297
$850K 0.07%
19,724
-4,245
298
$845K 0.07%
18,342
+8,858
299
$842K 0.07%
13,885
-1,003
300
$838K 0.07%
3,190
+1,485
10 11
12
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