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
501
$323K 0.03%
+12,537
502
$323K 0.03%
+2,112
503
$322K 0.03%
25,604
-4,157
504
$320K 0.03%
12,011
+1,751
505
$318K 0.03%
+16,136
506
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8,731
+1,055
507
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3,288
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508
$316K 0.03%
5,569
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509
$316K 0.03%
377
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510
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2,343
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511
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7,619
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512
$313K 0.03%
9,640
+6
513
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17,040
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514
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4,887
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515
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7,152
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516
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3,283
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518
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520
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521
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+2,398
522
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8,277
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523
$302K 0.03%
7,477
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524
$301K 0.03%
7,078
-2,152
525
$300K 0.03%
2,681
-182
19 20
21
22 23