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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$432K 0.04%
8,678
+563
402
$432K 0.04%
21,957
-2,170
403
$431K 0.04%
5,003
-362
404
$422K 0.04%
7,917
-1,861
405
$421K 0.04%
3,911
-87
406
$418K 0.04%
2,152
+320
407
$417K 0.03%
2,865
+373
408
$415K 0.03%
+4,739
409
$415K 0.03%
+10,221
410
$415K 0.03%
2,429
+117
411
$415K 0.03%
7,099
+271
412
$414K 0.03%
+2,746
413
$414K 0.03%
5,071
+1,472
414
$412K 0.03%
33,839
-729
415
$412K 0.03%
6,302
-304
416
$411K 0.03%
12,302
-1,032
417
$409K 0.03%
12,129
-2,733
418
$408K 0.03%
3,058
+1,220
419
$407K 0.03%
+3,451
420
$404K 0.03%
14,389
-1,488
421
$401K 0.03%
+8,040
422
$401K 0.03%
5,956
+597
423
$401K 0.03%
+3,356
424
$399K 0.03%
+3,283
425
$399K 0.03%
7,462
-2,151
15 16
17
18 19