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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$578K 0.05%
17,676
+5,439
327
$577K 0.05%
19,674
+1,098
328
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18,134
-1,046
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331
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15,551
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334
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335
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-2,467
337
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338
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8,603
-1,614
339
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340
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341
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5,426
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344
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26,646
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345
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4,570
-10,146
346
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+6,284
347
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+2,140
348
$537K 0.05%
+3,246
349
$536K 0.04%
3,696
-7,267
350
$531K 0.04%
6,811
-741
12 13
14
15 16