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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$528K 0.04%
10,962
-470
352
$525K 0.04%
12,808
-1,166
353
$524K 0.04%
6,024
+168
354
$524K 0.04%
7,209
+1,636
355
$524K 0.04%
21,304
+1,217
356
$523K 0.04%
48,887
-40,424
357
$520K 0.04%
10,822
+395
358
$514K 0.04%
10,040
+4,880
359
$510K 0.04%
124,200
-93,920
360
$507K 0.04%
27,712
-1,840
361
$504K 0.04%
58,906
+35,970
362
$498K 0.04%
31,958
-2,630
363
$493K 0.04%
8,762
-3,623
364
$489K 0.04%
10,975
-731
365
$483K 0.04%
3,446
+4
366
$482K 0.04%
15,106
-1,711
367
$481K 0.04%
2,930
+296
368
$481K 0.04%
6,200
-23,710
369
$481K 0.04%
5,732
-21,307
370
$480K 0.04%
8,548
-5,097
371
$478K 0.04%
3,646
+30
372
$477K 0.04%
3,835
-924
373
$475K 0.04%
7,662
-1,115
374
$474K 0.04%
2,717
-80
375
$472K 0.04%
6,774
-4,431
13 14
15
16 17