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
376
$213K 0.05%
4,477
+226
377
$211K 0.05%
7,541
-497
378
$211K 0.05%
13,289
379
$210K 0.05%
4,490
-221
380
$210K 0.05%
11,803
+199
381
$209K 0.05%
13,188
+81
382
$208K 0.05%
+6,280
383
$206K 0.05%
+1,507
384
$206K 0.05%
+3,847
385
$205K 0.05%
+3,070
386
$205K 0.05%
+12,996
387
$203K 0.05%
+2,840
388
$202K 0.05%
+2,224
389
$202K 0.05%
+6,129
390
$202K 0.05%
11,237
+838
391
$201K 0.05%
+7,134
392
$201K 0.05%
+2,284
393
$201K 0.05%
+3,393
394
$201K 0.05%
+4,222
395
$201K 0.05%
+3,360
396
$201K 0.05%
+5,706
397
$200K 0.05%
+5,591
398
$200K 0.05%
+13,914
399
$198K 0.05%
+10,358
400
$194K 0.05%
+462
14 15
16
17 18