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
326
$632K 0.05%
7,022
+1,156
327
$626K 0.05%
54,098
-20,885
328
$625K 0.05%
3,946
-85
329
$624K 0.05%
116,446
-5,862
330
$620K 0.05%
7,709
-1,974
331
$618K 0.05%
12,796
+604
332
$617K 0.05%
+2,288
333
$615K 0.05%
12,385
-4,697
334
$615K 0.05%
15,372
-4,918
335
$603K 0.05%
+972
336
$602K 0.05%
12,173
-9,496
337
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13,974
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338
$601K 0.05%
6,656
-2,481
339
$599K 0.05%
15,747
-46,830
340
$598K 0.05%
26,611
-14,811
341
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342
$597K 0.05%
8,547
-2,078
343
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107,779
+17,137
344
$594K 0.05%
73,290
+13,155
345
$593K 0.05%
7,552
+1,002
346
$586K 0.05%
4,759
+150
347
$583K 0.05%
19,572
-32,736
348
$582K 0.05%
31,762
+482
349
$578K 0.05%
10,644
-20,320
350
$576K 0.05%
8,280
-3,152
12 13
14
15 16