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
401
$550K 0.04%
+4,195
402
$549K 0.04%
9,318
-2,388
403
$549K 0.04%
36,972
-7,296
404
$543K 0.04%
65,384
-44,621
405
$538K 0.04%
13,093
-6,140
406
$536K 0.04%
13,346
+8,323
407
$530K 0.04%
12,192
-1,360
408
$528K 0.04%
3,933
-415
409
$527K 0.04%
3,535
-4,282
410
$527K 0.04%
4,246
-1,228
411
$526K 0.04%
65,180
-25,219
412
$522K 0.04%
32,864
-14,827
413
$521K 0.04%
8,947
-788
414
$520K 0.04%
4,443
-615
415
$520K 0.04%
3,250
-1,238
416
$520K 0.04%
25,742
-694
417
$517K 0.04%
36,543
-381
418
$515K 0.04%
7,583
-554
419
$509K 0.04%
10,568
-929
420
$507K 0.04%
90,642
-28,609
421
$506K 0.04%
5,866
+212
422
$504K 0.04%
6,198
-899
423
$503K 0.04%
23,085
-9,911
424
$503K 0.04%
5,467
+1,867
425
$501K 0.04%
4,609
+170
15 16
17
18 19