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
451
$364K 0.03%
8,557
-117,669
452
$364K 0.03%
15,914
+389
453
$363K 0.03%
10,997
-637
454
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455
$363K 0.03%
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456
$362K 0.03%
3,319
-162
457
$360K 0.03%
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458
$359K 0.03%
10,457
-1,517
459
$357K 0.03%
+1,252
460
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11,566
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461
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462
$355K 0.03%
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-2,260
463
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4,168
-205
464
$353K 0.03%
+5,348
465
$353K 0.03%
49,168
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466
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22,421
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467
$351K 0.03%
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468
$351K 0.03%
17,640
-1,978
469
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470
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3,723
-72
471
$348K 0.03%
16,851
-14,959
472
$347K 0.03%
952
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473
$346K 0.03%
737
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474
$346K 0.03%
3,581
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475
$346K 0.03%
6,970
-100
17 18
19
20 21