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
501
$359K 0.02%
+11,087
502
$359K 0.02%
7,935
+2,764
503
$359K 0.02%
10,067
+4,186
504
$358K 0.02%
7,653
+285
505
$358K 0.02%
+8,278
506
$356K 0.02%
+19,503
507
$354K 0.02%
12,929
-1,100
508
$354K 0.02%
+8,817
509
$354K 0.02%
5,262
-2,408
510
$349K 0.02%
5,857
+49
511
$348K 0.02%
2,646
-364
512
$345K 0.02%
10,232
-384
513
$344K 0.02%
14,612
+661
514
$343K 0.02%
61,432
-14,418
515
$343K 0.02%
14,479
+506
516
$343K 0.02%
10,919
+1,842
517
$343K 0.02%
+7,237
518
$342K 0.02%
19,441
+2,176
519
$341K 0.02%
14,208
-12,555
520
$340K 0.02%
4,626
+124
521
$338K 0.02%
+3,004
522
$336K 0.02%
4,016
-297
523
$333K 0.02%
6,796
+448
524
$333K 0.02%
+13,521
525
$331K 0.02%
4,457
+632
19 20
21
22 23