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
301
$715K 0.06%
22,831
+2,988
302
$712K 0.06%
2,880
-2,962
303
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11,997
-3,103
304
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14,479
-16,754
305
$696K 0.06%
+19,992
306
$693K 0.06%
11,172
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307
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2,605
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308
$685K 0.06%
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309
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31,561
-44,209
310
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311
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5,445
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312
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9,655
+1,832
313
$666K 0.05%
5,715
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314
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+26,378
315
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5,718
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316
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317
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3,988
-5,760
318
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40,420
-89,776
319
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897
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320
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10,404
-3,539
321
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322
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11,088
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323
$636K 0.05%
9,917
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324
$635K 0.05%
15,703
+2,982
325
$633K 0.05%
42,634
+8,498
11 12
13
14 15