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
$1.47B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$66.4M
3
+$13.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.4M

Top Sells

1
+$216M
2
+$69.9M
3
+$19.4M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$8.34M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$7.63M

Sector Composition

1 Healthcare 8.17%
2 Technology 4.75%
3 Industrials 3.37%
4 Consumer Discretionary 2.14%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$453K 0.03%
16,856
-2,760
427
$452K 0.03%
11,888
+136
428
$450K 0.03%
9,175
+431
429
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4,451
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430
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3,235
+441
431
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6,064
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432
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+8,562
433
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21,818
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434
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5,493
-1,889
435
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436
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32,424
+17,440
437
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10,650
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438
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439
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6,626
-1,309
440
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441
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443
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444
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445
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9,588
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446
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17,192
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447
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10,033
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448
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6,387
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449
$428K 0.03%
11,617
+4,850
450
$424K 0.03%
4,041
+207
16 17
18
19 20