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
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.2M
3
+$8.33M
4
BND icon
Vanguard Total Bond Market
BND
+$5.79M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.85M

Top Sells

1
+$15.5M
2
+$9.05M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.59M
5
MBB icon
iShares MBS ETF
MBB
+$2.4M

Sector Composition

1 Technology 3.67%
2 Industrials 2.91%
3 Healthcare 2.07%
4 Energy 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.5%
15,358
+1,666
27
$1.7M 0.49%
15,611
-1,776
28
$1.67M 0.48%
88,961
-6,299
29
$1.61M 0.46%
67,356
+15,985
30
$1.57M 0.45%
29,188
+11,696
31
$1.57M 0.45%
56,135
+14,397
32
$1.56M 0.45%
17,781
-3,405
33
$1.56M 0.45%
21,320
+182
34
$1.55M 0.44%
91,252
-12,124
35
$1.52M 0.43%
31,962
-760
36
$1.52M 0.43%
15,945
-914
37
$1.51M 0.43%
16,438
-6,514
38
$1.45M 0.41%
17,401
-31,044
39
$1.44M 0.41%
55,882
+2,626
40
$1.41M 0.4%
37,028
-5,743
41
$1.4M 0.4%
12,722
-278
42
$1.39M 0.4%
11,025
-2,005
43
$1.33M 0.38%
15,710
+131
44
$1.31M 0.37%
18,834
-915
45
$1.3M 0.37%
15,262
+1,135
46
$1.28M 0.36%
61,190
+3,225
47
$1.26M 0.36%
50,576
+6,484
48
$1.21M 0.35%
60,996
+33,492
49
$1.21M 0.35%
14,050
-12,963
50
$1.19M 0.34%
35,501
+752
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2
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