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
326
$750K 0.06%
15,188
-1,550
327
$740K 0.06%
25,452
-10,217
328
$735K 0.06%
28,065
-8,566
329
$734K 0.06%
+10,017
330
$733K 0.06%
17,082
-1,684
331
$732K 0.06%
15,100
+6,681
332
$726K 0.06%
20,290
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333
$719K 0.06%
16,528
-5,552
334
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7,876
-3,433
335
$705K 0.05%
11,244
+1,123
336
$703K 0.05%
15,717
+10,347
337
$699K 0.05%
20,173
-9,820
338
$699K 0.05%
+13,218
339
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25,946
-5,854
340
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90,914
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341
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342
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-1,266
343
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11,978
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344
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14,348
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345
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3,601
-253
346
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13,943
-1,237
347
$673K 0.05%
6,237
-260
348
$673K 0.05%
5,795
-1,575
349
$672K 0.05%
18,047
-3,020
350
$670K 0.05%
11,179
-25
12 13
14
15 16