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
$1.29B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$71.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M

Top Sells

1
+$204M
2
+$37.7M
3
+$26.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.4M

Sector Composition

1 Healthcare 9.66%
2 Technology 8.46%
3 Financials 5.13%
4 Industrials 4.75%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$667K 0.05%
21,183
-2,546
352
$667K 0.05%
14,136
-693
353
$666K 0.05%
10,625
+386
354
$663K 0.05%
259,166
-28,776
355
$661K 0.05%
74,983
-41,586
356
$658K 0.05%
40,656
-5,463
357
$656K 0.05%
79,296
+28,308
358
$653K 0.05%
+9,683
359
$651K 0.05%
9,091
-1,539
360
$650K 0.05%
9,137
-556
361
$649K 0.05%
5,298
-760
362
$648K 0.05%
8,843
-1,934
363
$640K 0.05%
9,395
-1,946
364
$639K 0.05%
6,104
-106
365
$636K 0.05%
11,432
-1,158
366
$632K 0.05%
147,424
-14,959
367
$630K 0.05%
10,747
-1,165
368
$629K 0.05%
6,732
-2,143
369
$628K 0.05%
42,180
-3,855
370
$628K 0.05%
10,070
+810
371
$627K 0.05%
10,360
-2,573
372
$623K 0.05%
5,969
-559
373
$621K 0.05%
32,654
-3,744
374
$610K 0.05%
11,695
-1,856
375
$609K 0.05%
+38,394
13 14
15
16 17