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
376
$543K 0.04%
215,479
+12,291
377
$542K 0.04%
5,345
+233
378
$540K 0.04%
27,286
+13,324
379
$536K 0.04%
8,817
-302
380
$536K 0.04%
9,894
-2,103
381
$533K 0.04%
13,385
+5,766
382
$532K 0.04%
4,794
+29
383
$531K 0.04%
24,898
-21
384
$527K 0.04%
3,844
+372
385
$526K 0.04%
7,096
+521
386
$523K 0.04%
3,964
+32
387
$519K 0.04%
12,243
-833
388
$519K 0.04%
570,097
+23,174
389
$518K 0.04%
37,571
+1,006
390
$516K 0.04%
1,414
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391
$515K 0.04%
21,175
+3,765
392
$514K 0.04%
15,438
+337
393
$512K 0.03%
11,332
+2,692
394
$510K 0.03%
3,623
+229
395
$507K 0.03%
11,360
+1,116
396
$504K 0.03%
77,349
+28,217
397
$503K 0.03%
15,233
-2,103
398
$503K 0.03%
10,511
-5,374
399
$502K 0.03%
14,520
+2,317
400
$497K 0.03%
12,434
+2,150
14 15
16
17 18