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

Top Buys

1
+$29.2M
2
+$24.4M
3
+$24.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.4M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.64M

Top Sells

1
+$46.7M
2
+$40.3M
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
401
$455K 0.04%
5,856
-3,235
402
$455K 0.04%
18,576
+3,084
403
$452K 0.04%
121,484
+2,228
404
$451K 0.04%
5,365
-10,341
405
$450K 0.04%
45,368
-20,016
406
$444K 0.04%
2,797
-373
407
$443K 0.04%
3,616
-841
408
$443K 0.04%
5,509
+256
409
$442K 0.04%
+1,555
410
$441K 0.04%
+4,929
411
$438K 0.04%
5,417
-2,534
412
$434K 0.03%
7,433
-10,978
413
$433K 0.03%
3,503
-1,238
414
$431K 0.03%
3,442
-609
415
$428K 0.03%
1,122
-1,781
416
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417
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13,334
-45,785
418
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6,828
-1,692
419
$425K 0.03%
3,998
-2,106
420
$423K 0.03%
15,993
-87
421
$422K 0.03%
6,137
-10,702
422
$417K 0.03%
+11,504
423
$415K 0.03%
20,087
-5,655
424
$413K 0.03%
1,696
+41
425
$411K 0.03%
7,760
-1,558
15 16
17
18 19