FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.5M
3
+$8.31M
4
BND icon
Vanguard Total Bond Market
BND
+$5.76M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.75M

Top Sells

1
+$15.4M
2
+$8.97M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.58M
5
MBB icon
iShares MBS ETF
MBB
+$2.37M

Sector Composition

1 Technology 3.62%
2 Industrials 2.99%
3 Healthcare 2.07%
4 Energy 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-9,301
402
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403
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-26,707
404
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-6,432
405
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406
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407
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-5,791
408
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-5,721
409
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-17,435
410
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-8,230
411
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-3,268
412
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-3,383
413
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-2,501
414
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415
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-5,657
416
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-4,879
417
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-39,531
418
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-4,199
419
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-16,080
420
– –
-7,082
421
– –
-10,036
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