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
26
$7M 0.59%
141,870
-14,273
27
$6.97M 0.58%
136,793
-13,996
28
$6.94M 0.58%
60,127
+275
29
$6.89M 0.58%
51,814
+61
30
$6.84M 0.57%
73,812
+27,229
31
$6.48M 0.54%
58,857
-1,536
32
$6.13M 0.51%
63,108
-891
33
$6.07M 0.51%
54,890
-11,322
34
$6.07M 0.51%
53,574
-4,939
35
$5.85M 0.49%
41,868
-640
36
$5.8M 0.49%
164,644
-24,996
37
$5.75M 0.48%
21,739
-5,968
38
$5.67M 0.47%
108,985
-8,877
39
$5.58M 0.47%
203,238
-4,770
40
$5.51M 0.46%
119,207
+40,882
41
$5.29M 0.44%
27,427
-1,621
42
$5.27M 0.44%
48,335
-230,358
43
$5.11M 0.43%
38,141
-2,225
44
$5.1M 0.43%
23,945
+493
45
$4.7M 0.39%
86,203
-5,796
46
$4.59M 0.38%
7,510
-122
47
$4.47M 0.37%
66,127
-20,665
48
$4.39M 0.37%
18,404
-2,670
49
$4.3M 0.36%
61,447
-2,510
50
$4.17M 0.35%
36,080
-2,789
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