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
501
$316K 0.03%
2,937
-3,300
502
$315K 0.03%
6,458
-1,298
503
$312K 0.03%
4,214
-1,871
504
$312K 0.03%
5,117
-1,707
505
$312K 0.03%
19,901
+360
506
$311K 0.03%
49,315
-14,096
507
$311K 0.03%
+195
508
$310K 0.02%
2,856
-816
509
$307K 0.02%
7,116
+2,100
510
$307K 0.02%
+34,413
511
$307K 0.02%
+4,081
512
$307K 0.02%
+4,719
513
$305K 0.02%
5,641
+589
514
$303K 0.02%
6,827
-984
515
$303K 0.02%
15,165
-6,474
516
$302K 0.02%
1,832
-3,264
517
$302K 0.02%
13,069
-25,325
518
$300K 0.02%
5,167
-1,622
519
$298K 0.02%
9,473
-7,402
520
$296K 0.02%
+71,928
521
$295K 0.02%
8,454
-2,012
522
$295K 0.02%
10,920
-4,793
523
$294K 0.02%
7,885
-30,559
524
$294K 0.02%
5,534
-10,183
525
$288K 0.02%
8,859
-11,812
19 20
21
22 23