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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$8.67M
3
+$2.91M
4
BND icon
Vanguard Total Bond Market
BND
+$2.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Top Sells

1
+$23.7M
2
+$23.6M
3
+$5.61M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.68M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M

Sector Composition

1 Technology 4.3%
2 Industrials 3.75%
3 Energy 2.76%
4 Healthcare 2.75%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-1,742
452
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-4,546
453
– –
-12,374
454
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-7,981
455
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-6,803
456
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-15,082
457
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-3,655
458
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-17,925
459
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-113,488
460
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-6,465
461
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-12,842
462
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-15,179
463
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-24,858
464
– –
-24,311
465
– –
-16,808
466
– –
-13,237
467
– –
-21,009
468
– –
-6,618
469
– –
-5,322
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