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
$1.47B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$66.4M
3
+$13.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.4M

Top Sells

1
+$216M
2
+$69.9M
3
+$19.4M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$8.34M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$7.63M

Sector Composition

1 Healthcare 8.17%
2 Technology 4.75%
3 Industrials 3.37%
4 Consumer Discretionary 2.14%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$599K 0.04%
26,833
+896
352
$593K 0.04%
13,533
+1,643
353
$589K 0.04%
12,820
+586
354
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3,692
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355
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-535
356
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8,244
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357
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5,113
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358
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359
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360
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361
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362
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6,410
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363
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23,229
+2,190
364
$565K 0.04%
29,476
+16,883
365
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367
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368
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369
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8,604
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370
$554K 0.04%
7,765
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371
$551K 0.04%
89,952
-3,152
372
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3,649
-2,335
373
$548K 0.04%
18,000
+2,712
374
$547K 0.04%
6,430
-956
375
$543K 0.04%
22,234
+530
13 14
15
16 17