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

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
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
426
$410K 0.03%
11,634
-9,549
427
$409K 0.03%
5,573
-18,668
428
$409K 0.03%
2,858
-9,077
429
$406K 0.03%
7,078
-8,110
430
$406K 0.03%
6,606
-22,429
431
$405K 0.03%
16,998
-6,408
432
$405K 0.03%
7,614
-24,209
433
$404K 0.03%
8,115
-5,141
434
$402K 0.03%
+1,315
435
$401K 0.03%
4,773
+1,384
436
$400K 0.03%
58,515
-692
437
$400K 0.03%
2,863
+148
438
$400K 0.03%
17,948
-3,462
439
$399K 0.03%
+5,090
440
$398K 0.03%
9,230
-1,916
441
$397K 0.03%
4,951
-12,636
442
$395K 0.03%
2,090
-3,208
443
$394K 0.03%
9,107
+1,160
444
$391K 0.03%
2,492
-4,162
445
$390K 0.03%
3,743
-1,477
446
$390K 0.03%
11,164
-4,550
447
$388K 0.03%
+13,115
448
$381K 0.03%
4,143
-12,696
449
$380K 0.03%
3,581
+152
450
$378K 0.03%
7,912
+352
16 17
18
19 20