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
451
$377K 0.03%
11,457
-3,667
452
$376K 0.03%
+4,373
453
$376K 0.03%
+10,735
454
$374K 0.03%
2,312
-938
455
$374K 0.03%
9,237
+1,139
456
$374K 0.03%
14,310
+360
457
$370K 0.03%
8,156
-2,249
458
$369K 0.03%
6,227
+168
459
$366K 0.03%
17,900
-62,111
460
$366K 0.03%
34,568
-7,693
461
$366K 0.03%
+1,212
462
$365K 0.03%
13,846
-912
463
$365K 0.03%
+3,793
464
$365K 0.03%
+14,276
465
$362K 0.03%
19,618
-52,235
466
$361K 0.03%
3,795
-10,020
467
$361K 0.03%
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468
$358K 0.03%
+11,964
469
$355K 0.03%
+3,943
470
$355K 0.03%
27,192
-2,787
471
$353K 0.03%
+8,284
472
$350K 0.03%
772
-92
473
$349K 0.03%
+2,970
474
$349K 0.03%
7,070
-24,143
475
$341K 0.03%
29,761
-11,990
17 18
19
20 21