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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
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
376
$511K 0.04%
10,898
-3,450
377
$508K 0.04%
3,993
-1,273
378
$507K 0.04%
8,777
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379
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7,028
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380
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38,631
-14,912
381
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10,427
-2,666
382
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5,798
+2,705
383
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37,553
+18,647
384
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4,490
-1,402
385
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26,933
-89,880
386
$494K 0.04%
14,862
-117
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19,092
-7,291
389
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15,877
-19,540
390
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393
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5,321
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394
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24,127
-777
396
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9,778
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397
$458K 0.04%
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398
$458K 0.04%
5,702
-19,142
399
$457K 0.04%
+23,153
400
$457K 0.04%
8,803
-7,374
14 15
16
17 18