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
526
$331K 0.02%
4,054
-25,525
527
$331K 0.02%
+25,359
528
$329K 0.02%
5,214
+303
529
$329K 0.02%
2,170
-509
530
$329K 0.02%
+9,413
531
$328K 0.02%
10,296
+100
532
$328K 0.02%
13,417
+1,033
533
$327K 0.02%
18,148
+2,294
534
$326K 0.02%
6,811
-1,509
535
$321K 0.02%
11,619
+874
536
$321K 0.02%
5,098
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537
$320K 0.02%
9,163
+686
538
$319K 0.02%
26,768
-23,760
539
$319K 0.02%
+26,265
540
$319K 0.02%
+19,104
541
$318K 0.02%
3,920
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542
$317K 0.02%
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543
$317K 0.02%
15,004
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544
$314K 0.02%
4,738
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545
$314K 0.02%
9,163
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546
$310K 0.02%
1,663
+246
547
$309K 0.02%
10,361
+1,714
548
$305K 0.02%
16,662
-13,500
549
$305K 0.02%
7,749
+978
550
$304K 0.02%
+20,269
20 21
22
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