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
451
$451K 0.04%
16,071
+9,675
452
$449K 0.03%
+21,663
453
$445K 0.03%
17,933
-6,131
454
$444K 0.03%
15,713
-1,567
455
$443K 0.03%
4,741
-2,722
456
$443K 0.03%
8,520
-1,687
457
$441K 0.03%
14,180
-2,222
458
$440K 0.03%
4,051
-688
459
$440K 0.03%
7,880
-1,617
460
$439K 0.03%
5,220
-368
461
$437K 0.03%
11,146
-1,917
462
$436K 0.03%
+3,259
463
$434K 0.03%
30,457
-7,034
464
$430K 0.03%
41,751
-14,987
465
$427K 0.03%
15,124
-2,786
466
$426K 0.03%
5,694
-455
467
$424K 0.03%
11,796
-1,390
468
$424K 0.03%
10,405
-1,648
469
$422K 0.03%
14,713
-13,541
470
$422K 0.03%
36,090
+778
471
$420K 0.03%
5,039
+1,170
472
$419K 0.03%
3,170
-1,134
473
$416K 0.03%
+4,694
474
$414K 0.03%
14,604
-3,731
475
$411K 0.03%
9,773
-116
17 18
19
20 21