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
$1.29B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$71.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M

Top Sells

1
+$204M
2
+$37.7M
3
+$26.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.4M

Sector Composition

1 Healthcare 9.66%
2 Technology 8.46%
3 Financials 5.13%
4 Industrials 4.75%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$367K 0.03%
+4,280
502
$367K 0.03%
59,207
+23,834
503
$366K 0.03%
14,758
-1,811
504
$365K 0.03%
22,813
-5,038
505
$365K 0.03%
5,066
-792
506
$364K 0.03%
1,655
-89
507
$364K 0.03%
+18,513
508
$364K 0.03%
9,046
+1,185
509
$364K 0.03%
5,314
-972
510
$363K 0.03%
9,658
-3,534
511
$360K 0.03%
27,699
-4,797
512
$360K 0.03%
24,902
-1,364
513
$360K 0.03%
36,992
+8,229
514
$359K 0.03%
5,383
+471
515
$358K 0.03%
+9,448
516
$357K 0.03%
3,866
-268
517
$357K 0.03%
2,753
-267
518
$354K 0.03%
13,387
-1,213
519
$353K 0.03%
6,223
-760
520
$349K 0.03%
6,824
-487
521
$348K 0.03%
3,736
-665
522
$347K 0.03%
+16,878
523
$347K 0.03%
35,530
-115,582
524
$346K 0.03%
11,640
+5,951
525
$346K 0.03%
119,256
-8,248
19 20
21
22 23