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
476
$345K 0.03%
+5,793
477
$343K 0.03%
109,150
-12,334
478
$340K 0.03%
13,061
-785
479
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4,688
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480
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3,329
-443
481
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+7,873
482
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3,004
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483
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+8,790
484
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485
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486
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487
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488
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7,830
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489
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490
$335K 0.03%
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495
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15,497
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6,259
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497
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7,299
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498
$328K 0.03%
5,571
+1,123
499
$327K 0.03%
29,442
+417
500
$325K 0.03%
15,547
+382
18 19
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