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
26
$7.48M 0.6%
302,075
+156,984
27
$7.32M 0.59%
66,212
-17,737
28
$7.17M 0.58%
233,437
+136,788
29
$6.96M 0.56%
73,801
-6,375
30
$6.77M 0.54%
59,852
-52,303
31
$6.71M 0.54%
51,753
+17,340
32
$6.52M 0.52%
27,707
-9,236
33
$6.49M 0.52%
189,640
-8,190
34
$6.44M 0.52%
60,393
-56,832
35
$6.44M 0.52%
58,513
+24,045
36
$6.1M 0.49%
117,862
-13,508
37
$5.9M 0.47%
63,999
-64,790
38
$5.85M 0.47%
53,676
+27,189
39
$5.7M 0.46%
+80,561
40
$5.64M 0.45%
86,792
-2,476
41
$5.59M 0.45%
208,008
-209,166
42
$5.37M 0.43%
126,226
+117,360
43
$4.92M 0.39%
91,999
-61,977
44
$4.92M 0.39%
38,869
+99
45
$4.84M 0.39%
29,048
+9,021
46
$4.76M 0.38%
40,366
+1,177
47
$4.72M 0.38%
42,508
+2,545
48
$4.71M 0.38%
23,452
+5,324
49
$4.55M 0.37%
77,360
-31,340
50
$4.41M 0.35%
23,187
-14,317
1
2
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