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
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.2M
3
+$8.33M
4
BND icon
Vanguard Total Bond Market
BND
+$5.79M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.85M

Top Sells

1
+$15.5M
2
+$9.05M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.59M
5
MBB icon
iShares MBS ETF
MBB
+$2.4M

Sector Composition

1 Technology 3.67%
2 Industrials 2.91%
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
301
$220K 0.06%
1,242
+62
302
$219K 0.06%
13,141
-1,010
303
$218K 0.06%
+1,952
304
$218K 0.06%
+11,896
305
$216K 0.06%
+3,456
306
$216K 0.06%
16,391
+2,574
307
$215K 0.06%
+5,891
308
$214K 0.06%
+4,674
309
$214K 0.06%
+6,803
310
$214K 0.06%
+3,655
311
$213K 0.06%
4,251
-341
312
$213K 0.06%
535
-27
313
$212K 0.06%
+3,002
314
$210K 0.06%
2,113
-473
315
$210K 0.06%
6,180
+134
316
$210K 0.06%
+3,636
317
$210K 0.06%
+6,161
318
$209K 0.06%
18,501
+2,866
319
$208K 0.06%
+17,074
320
$208K 0.06%
+15,179
321
$207K 0.06%
+6,968
322
$206K 0.06%
+7,612
323
$206K 0.06%
+8,058
324
$205K 0.06%
906
-260
325
$205K 0.06%
+7,888
11 12
13
14 15