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
326
$205K 0.06%
+6,921
327
$204K 0.06%
4,711
-586
328
$204K 0.06%
+5,145
329
$204K 0.06%
+4,411
330
$203K 0.06%
+5,576
331
$203K 0.06%
5,380
-444
332
$203K 0.06%
8,244
+12
333
$203K 0.06%
+11,872
334
$202K 0.06%
41,893
+6,326
335
$202K 0.06%
+4,055
336
$201K 0.06%
850
+232
337
$195K 0.06%
13,289
-2,539
338
$194K 0.06%
11,604
+531
339
$193K 0.06%
13,107
+381
340
$189K 0.05%
+13,640
341
$182K 0.05%
19,510
+4,411
342
$177K 0.05%
5,638
-453
343
$177K 0.05%
1,795
-87
344
$176K 0.05%
6,509
+2,608
345
$176K 0.05%
25,530
+8,259
346
$173K 0.05%
14,572
+71
347
$172K 0.05%
+10,399
348
$171K 0.05%
2,402
+611
349
$166K 0.05%
17,925
+7,315
350
$165K 0.05%
11,963
+906
12 13
14
15 16