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
426
$395K 0.03%
4,693
-1,038
427
$393K 0.03%
6,562
-1,052
428
$392K 0.03%
7,689
-217,307
429
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430
$390K 0.03%
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431
$389K 0.03%
6,384
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432
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433
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434
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435
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436
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-43,666
437
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12,924
-2,625
438
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4,561
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439
$375K 0.03%
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440
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443
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4,515
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446
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12,624
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448
$367K 0.03%
+22,305
449
$366K 0.03%
15,141
-1,857
450
$366K 0.03%
3,687
-1,017
16 17
18
19 20