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
326
$650K 0.04%
71,472
-14,096
327
$649K 0.04%
47,889
-8,452
328
$648K 0.04%
5,733
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329
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330
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4,166
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331
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123,617
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332
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26,292
-1,404
333
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51,110
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334
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19,380
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335
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7,848
-7,549
336
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11,326
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337
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9,202
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338
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14,552
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339
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340
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342
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12,096
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343
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344
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23,885
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345
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13,161
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346
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+15,301
347
$607K 0.04%
13,939
-525
348
$601K 0.04%
15,932
+924
349
$601K 0.04%
+6,076
350
$599K 0.04%
10,479
+1,044
12 13
14
15 16