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
26
$5.39M 0.37%
194,666
+59,089
27
$5.38M 0.37%
100,788
-4,948
28
$5.33M 0.36%
222,924
-13,356
29
$4.62M 0.31%
170,131
-10,759
30
$4.43M 0.3%
39,231
+12,596
31
$4.3M 0.29%
43,838
+14,418
32
$4.29M 0.29%
79,998
-2,444
33
$4.06M 0.28%
34,810
+11,735
34
$3.87M 0.26%
17,008
-1,009
35
$3.56M 0.24%
32,418
+5,811
36
$3.42M 0.23%
134,153
+25,552
37
$3.41M 0.23%
177,739
+15,510
38
$3.41M 0.23%
65,847
+2,661
39
$3.36M 0.23%
111,289
+23,280
40
$3.33M 0.23%
65,478
+13,146
41
$3.28M 0.22%
21,534
+1,230
42
$3.21M 0.22%
32,491
+2,265
43
$3M 0.2%
24,697
+1,573
44
$2.91M 0.2%
209,451
+140,906
45
$2.89M 0.2%
+68,630
46
$2.82M 0.19%
46,837
+2,044
47
$2.82M 0.19%
29,413
+9,918
48
$2.81M 0.19%
1,175
+31
49
$2.8M 0.19%
52,117
+2,292
50
$2.79M 0.19%
70,080
+7,868
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