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
451
$422K 0.03%
3,247
+868
452
$421K 0.03%
+7,215
453
$418K 0.03%
15,765
+30
454
$418K 0.03%
10,830
-1,345
455
$416K 0.03%
26,788
-80
456
$415K 0.03%
7,852
+288
457
$415K 0.03%
15,990
-2,511
458
$414K 0.03%
5,385
+42
459
$413K 0.03%
+46,068
460
$413K 0.03%
11,671
-3,289
461
$413K 0.03%
11,289
+1,679
462
$412K 0.03%
9,408
+254
463
$411K 0.03%
12,960
+2,709
464
$407K 0.03%
2,376
+1,029
465
$405K 0.03%
+3,761
466
$402K 0.03%
10,065
-3,078
467
$400K 0.03%
+5,392
468
$399K 0.03%
29,731
+1,142
469
$399K 0.03%
+7,578
470
$398K 0.03%
10,413
+1,014
471
$398K 0.03%
23,368
-7,812
472
$398K 0.03%
44,473
+894
473
$395K 0.03%
9,677
+394
474
$394K 0.03%
12,425
+817
475
$392K 0.03%
4,699
-1,925
17 18
19
20 21