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
276
$834K 0.07%
7,496
+149
277
$833K 0.07%
16,269
-27,428
278
$833K 0.07%
4,339
+2,935
279
$822K 0.07%
19,870
-303
280
$816K 0.07%
16,737
-2,987
281
$814K 0.07%
18,356
+184
282
$807K 0.06%
16,695
-8,813
283
$806K 0.06%
43,941
+8,545
284
$801K 0.06%
53,110
+3,012
285
$797K 0.06%
11,413
-19,950
286
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11,205
-27,430
287
$794K 0.06%
7,985
-2,656
288
$781K 0.06%
16,369
-10,513
289
$781K 0.06%
13,645
-5,058
290
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15,314
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291
$778K 0.06%
48,075
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292
$777K 0.06%
45,955
-17,152
293
$776K 0.06%
26,502
-10,636
294
$775K 0.06%
2,422
-337
295
$764K 0.06%
27,911
-9,466
296
$742K 0.06%
7,135
+3,579
297
$735K 0.06%
6,178
-12,887
298
$732K 0.06%
31,810
-25,569
299
$726K 0.06%
24,969
-9,387
300
$717K 0.06%
9,014
-3,144
10 11
12
13 14