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
476
$391K 0.03%
2,783
+101
477
$387K 0.03%
8,554
+55
478
$386K 0.03%
4,092
-839
479
$386K 0.03%
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$385K 0.03%
14,085
+1,389
481
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50,152
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482
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4,853
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483
$381K 0.03%
7,610
+304
484
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485
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42,562
-22,802
486
$378K 0.03%
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487
$378K 0.03%
6,359
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488
$375K 0.03%
26,132
+684
489
$375K 0.03%
17,151
+2,328
490
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14,517
-2,626
491
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18,478
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$372K 0.03%
8,983
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493
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494
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11,982
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495
$370K 0.03%
5,722
-1,302
496
$368K 0.03%
7,012
+1,241
497
$365K 0.02%
4,979
-2,400
498
$364K 0.02%
12,840
+1,409
499
$362K 0.02%
7,383
+308
500
$362K 0.02%
7,606
+566
18 19
20
21 22