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
301
$710K 0.05%
20,157
+2,496
302
$705K 0.05%
8,213
+1,557
303
$704K 0.05%
18,540
-2,918
304
$700K 0.05%
4,228
-125
305
$696K 0.05%
64,706
-18,657
306
$696K 0.05%
14,297
+2,393
307
$696K 0.05%
88,495
+28,334
308
$692K 0.05%
6,650
+494
309
$692K 0.05%
26,778
+1,013
310
$685K 0.05%
17,752
+228
311
$685K 0.05%
33,859
+1,134
312
$684K 0.05%
19,491
+203
313
$684K 0.05%
12,759
-2,646
314
$682K 0.05%
13,622
+830
315
$675K 0.05%
15,339
+503
316
$673K 0.05%
13,014
+247
317
$671K 0.05%
20,743
-452
318
$669K 0.05%
85,575
+6,744
319
$668K 0.05%
4,673
+361
320
$668K 0.05%
+31,153
321
$668K 0.05%
16,127
+1,176
322
$663K 0.05%
9,714
-1,897
323
$658K 0.04%
9,414
+3,636
324
$654K 0.04%
14,438
+1,721
325
$651K 0.04%
23,806
+1,607
11 12
13
14 15