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
351
$157K 0.04%
17,236
-787
352
$155K 0.04%
24,134
-1,462
353
$154K 0.04%
19,145
+328
354
$137K 0.04%
14,354
-732
355
$123K 0.04%
+18,846
356
$120K 0.03%
24,858
-1,225
357
$119K 0.03%
+11,939
358
$113K 0.03%
1,598
-112
359
$113K 0.03%
13,402
-1,239
360
$105K 0.03%
16,022
+3,910
361
$101K 0.03%
+15,249
362
$94K 0.03%
17,533
-1,490
363
$87K 0.02%
+11,191
364
$76K 0.02%
+15,263
365
$75K 0.02%
572
+13
366
$70K 0.02%
14,721
+1,108
367
$65K 0.02%
76,097
+857
368
$61K 0.02%
10,395
-84
369
$57K 0.02%
+16,833
370
$54K 0.02%
1,422
+7
371
$44K 0.01%
10,282
-97
372
$44K 0.01%
+20,721
373
$43K 0.01%
10,404
-211
374
$36K 0.01%
+13,369
375
$33K 0.01%
15,913
-7,886
13 14
15
16 17