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
376
$609K 0.05%
+42,472
377
$608K 0.05%
53,543
-4,284
378
$606K 0.05%
9,202
+801
379
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13,256
-2,980
380
$605K 0.05%
8,043
-1,701
381
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20,671
-4,651
382
$599K 0.05%
29,072
-2,678
383
$598K 0.05%
15,642
-2,798
384
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11,282
-2,589
385
$589K 0.05%
35,396
-343
386
$587K 0.05%
5,266
+182
387
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26,383
-1,646
388
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10,102
-3,022
389
$580K 0.05%
7,117
-4,600
390
$575K 0.04%
3,241
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391
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392
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8,706
-4,002
393
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5,032
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394
$569K 0.04%
31,280
-3,755
395
$562K 0.04%
10,533
-252
396
$557K 0.04%
6,620
-994
397
$554K 0.04%
19,843
-2,469
398
$553K 0.04%
41,541
-2,733
399
$552K 0.04%
4,031
+643
400
$552K 0.04%
5,101
+2,531
14 15
16
17 18