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
476
$341K 0.03%
+14,953
477
$340K 0.03%
12,237
-2,476
478
$340K 0.03%
2,541
-1,493
479
$339K 0.03%
3,772
-1,267
480
$339K 0.03%
+15,525
481
$338K 0.03%
15,549
-1,329
482
$338K 0.03%
17,875
+197
483
$337K 0.03%
7,483
-2,499
484
$335K 0.03%
10,555
-4,049
485
$333K 0.03%
1,744
-65
486
$333K 0.03%
11,203
-3,816
487
$333K 0.03%
+26,040
488
$332K 0.03%
5,359
-864
489
$328K 0.03%
4,772
-1,442
490
$327K 0.03%
7,854
-1,804
491
$327K 0.03%
4,360
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492
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3,150
-1,034
493
$323K 0.03%
4,714
-2,869
494
$322K 0.03%
6,846
-867
495
$321K 0.03%
2,051
-1,882
496
$320K 0.03%
22,613
-4,785
497
$320K 0.03%
+23,152
498
$319K 0.03%
+4,315
499
$319K 0.03%
7,682
-4,114
500
$319K 0.03%
16,330
-1,515
18 19
20
21 22