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
426
$498K 0.04%
6,365
+824
427
$496K 0.04%
9,366
+360
428
$495K 0.04%
6,550
-579
429
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4,457
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430
$487K 0.04%
7,951
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431
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+13,227
432
$483K 0.04%
12,721
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433
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5,357
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434
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9,242
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435
$479K 0.04%
15,714
-1,486
436
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34,136
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437
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12,946
-3,499
438
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439
$470K 0.04%
4,034
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440
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2,340
-731
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15,315
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444
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14,979
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445
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16,338
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446
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3,218
+1,097
447
$457K 0.04%
23,406
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448
$455K 0.04%
2,235
-2,794
449
$454K 0.04%
4,837
+281
450
$453K 0.04%
60,135
+4,460
16 17
18
19 20