FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$24.4M
3
+$24.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.4M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.64M

Top Sells

1
+$46.7M
2
+$40.3M
3
+$36.9M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M

Sector Composition

1 Healthcare 8.73%
2 Technology 7.67%
3 Financials 4.69%
4 Industrials 4.35%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$573K 0.05%
10,217
-4,746
352
$570K 0.05%
2,356
+121
353
$570K 0.05%
14,912
+2,468
354
$569K 0.05%
26,552
-6,312
355
$569K 0.05%
+11,432
356
$562K 0.05%
4,386
-1,583
357
$556K 0.04%
5,296
-2,580
358
$551K 0.04%
34,588
+6,889
359
$550K 0.04%
5,759
+1,197
360
$550K 0.04%
10,685
-37,915
361
$548K 0.04%
50,063
-15,117
362
$544K 0.04%
11,706
-32,465
363
$536K 0.04%
19,180
-28,942
364
$533K 0.04%
9,613
-920
365
$532K 0.04%
1,854
-1,336
366
$532K 0.04%
16,817
-6,215
367
$529K 0.04%
9,506
-2,189
368
$524K 0.04%
13,171
-4,876
369
$522K 0.04%
6,925
-2,956
370
$521K 0.04%
6,222
+528
371
$521K 0.04%
29,552
-11,989
372
$521K 0.04%
11,974
-3,341
373
$519K 0.04%
4,394
-6,140
374
$519K 0.04%
4,704
-763
375
$516K 0.04%
+1,992
13 14
15
16 17