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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$728K 0.06%
25,361
+392
277
$727K 0.06%
8,262
+2,040
278
$724K 0.06%
41,092
-1,542
279
$721K 0.06%
19,467
-3,328
280
$720K 0.06%
46,804
+849
281
$719K 0.06%
5,256
-462
282
$717K 0.06%
10,274
-130
283
$716K 0.06%
2,605
284
$715K 0.06%
7,802
-1,822
285
$694K 0.06%
13,622
+2,724
286
$686K 0.06%
31,814
-11,714
287
$684K 0.06%
58,933
-15,361
288
$677K 0.06%
60,254
-6,764
289
$670K 0.06%
16,971
-762
290
$668K 0.06%
18,941
-1,051
291
$666K 0.06%
5,652
-526
292
$664K 0.06%
2,054
-234
293
$659K 0.06%
42,266
-1,675
294
$658K 0.06%
20,581
-2,250
295
$653K 0.05%
26,493
-9
296
$649K 0.05%
13,775
-704
297
$648K 0.05%
6,217
+896
298
$647K 0.05%
56,227
+17,596
299
$645K 0.05%
30,726
-1,036
300
$645K 0.05%
11,056
-116
10 11
12
13 14