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
26
$6.97M 0.54%
36,943
-6,543
27
$6.1M 0.47%
+70,523
28
$6M 0.47%
197,830
-30,152
29
$5.89M 0.46%
131,370
-21,925
30
$5.68M 0.44%
108,700
-59,940
31
$5.58M 0.43%
89,268
-7,015
32
$5.21M 0.4%
44,623
+42,691
33
$5.14M 0.4%
80,176
+17,419
34
$5.1M 0.4%
+127,632
35
$5.09M 0.4%
+68,764
36
$5.05M 0.39%
50,157
-10,290
37
$5.04M 0.39%
+111,464
38
$4.71M 0.37%
487,635
-9,895
39
$4.66M 0.36%
107,481
-25,254
40
$4.43M 0.34%
136,466
-76,801
41
$4.4M 0.34%
85,430
-3,301
42
$4.38M 0.34%
39,963
+13,139
43
$4.26M 0.33%
22,417
-1,451
44
$4.12M 0.32%
69,858
+320
45
$4.06M 0.32%
72,252
+52,394
46
$4.05M 0.32%
34,413
+9,734
47
$3.98M 0.31%
38,770
-3,877
48
$3.98M 0.31%
39,189
+651
49
$3.94M 0.31%
52,513
+2,818
50
$3.83M 0.3%
170,606
+13,102
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