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
526
$345K 0.03%
6,195
-1,033
527
$344K 0.03%
7,811
-3,007
528
$343K 0.03%
6,238
+325
529
$341K 0.03%
42,261
-8,140
530
$341K 0.03%
12,565
+66
531
$341K 0.03%
3,336
-334
532
$339K 0.03%
+9,244
533
$339K 0.03%
7,947
-45
534
$338K 0.03%
8,866
-2,285
535
$337K 0.03%
6,470
-1,746
536
$335K 0.03%
22,124
-4,152
537
$335K 0.03%
16,875
-3,488
538
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21,639
-3,706
539
$333K 0.03%
6,214
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540
$332K 0.03%
12,487
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541
$332K 0.03%
21,410
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542
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7,129
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$331K 0.03%
10,256
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544
$331K 0.03%
9,690
-981
545
$330K 0.03%
15,492
-6,030
546
$328K 0.03%
9,579
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547
$325K 0.03%
+2,715
548
$325K 0.03%
+7,560
549
$324K 0.03%
20,719
-85,930
550
$323K 0.03%
8,656
-970
20 21
22
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