FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$29.2M
2
+$24.4M
3
+$24.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.4M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.64M

Top Sells

1
+$46.7M
2
+$40.3M
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
526
$288K 0.02%
+6,633
527
$287K 0.02%
8,723
-1,235
528
$286K 0.02%
2,112
-9,684
529
$280K 0.02%
4,125
-6,235
530
$280K 0.02%
6,601
-9,041
531
$278K 0.02%
5,560
-944
532
$277K 0.02%
1,041
-85
533
$277K 0.02%
2,639
-3,726
534
$277K 0.02%
6,080
-1,049
535
$276K 0.02%
9,947
+396
536
$275K 0.02%
6,329
-5,566
537
$274K 0.02%
6,775
-2,633
538
$272K 0.02%
3,606
-1,708
539
$272K 0.02%
6,354
-1,059
540
$272K 0.02%
+15,958
541
$272K 0.02%
+6,802
542
$272K 0.02%
2,949
-81
543
$271K 0.02%
12,132
-3,132
544
$271K 0.02%
9,634
-1,160
545
$270K 0.02%
1,124
-82
546
$270K 0.02%
6,094
-1,282
547
$270K 0.02%
10,234
-1,387
548
$269K 0.02%
18,853
-11,604
549
$269K 0.02%
6,232
-42
550
$268K 0.02%
628
-4
20 21
22
23 24