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
$403M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$8.98M
3
+$2.99M
4
BND icon
Vanguard Total Bond Market
BND
+$2.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.75M

Top Sells

1
+$23.6M
2
+$23.4M
3
+$5.55M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.69M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M

Sector Composition

1 Technology 4.36%
2 Industrials 3.68%
3 Energy 2.76%
4 Healthcare 2.75%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$227K 0.06%
536
+1
352
$227K 0.06%
+995
353
$226K 0.06%
+3,618
354
$225K 0.06%
2,244
+1
355
$225K 0.06%
+3,369
356
$225K 0.06%
1,256
+14
357
$225K 0.06%
2,537
-442
358
$224K 0.06%
9,316
+157
359
$223K 0.06%
1,952
360
$223K 0.06%
7,763
-431
361
$223K 0.06%
4,042
-307
362
$221K 0.05%
+5,867
363
$221K 0.05%
8,439
+195
364
$220K 0.05%
4,366
-3,884
365
$220K 0.05%
+11,054
366
$219K 0.05%
+3,614
367
$219K 0.05%
19,294
-10,946
368
$219K 0.05%
5,470
+90
369
$218K 0.05%
2,045
-68
370
$217K 0.05%
10,459
-1,345
371
$216K 0.05%
3,114
-331
372
$216K 0.05%
5,498
-78
373
$216K 0.05%
+2,986
374
$216K 0.05%
+1,558
375
$215K 0.05%
+3,426
13 14
15
16 17