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
301
$834K 0.06%
14,662
-1,690
302
$831K 0.06%
28,745
-337
303
$825K 0.06%
16,324
-4,813
304
$825K 0.06%
18,172
-4,189
305
$823K 0.06%
3,759
-378
306
$819K 0.06%
76,278
-19,610
307
$819K 0.06%
7,269
-897
308
$812K 0.06%
10,534
-3,351
309
$810K 0.06%
7,157
+1,608
310
$804K 0.06%
24,986
-8,480
311
$801K 0.06%
7,347
-7,223
312
$800K 0.06%
14,138
-3,303
313
$800K 0.06%
18,703
-1,583
314
$799K 0.06%
41,422
-3,711
315
$783K 0.06%
3,112
+438
316
$782K 0.06%
2,759
+1,183
317
$781K 0.06%
17,306
-3,493
318
$777K 0.06%
7,935
+2,830
319
$769K 0.06%
50,098
-12,063
320
$760K 0.06%
20,048
+14
321
$755K 0.06%
5,765
-305
322
$754K 0.06%
19,368
-25,384
323
$754K 0.06%
9,881
-1,379
324
$752K 0.06%
20,739
-4,818
325
$752K 0.06%
16,177
+1,701
11 12
13
14 15