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
526
$300K 0.03%
10,227
-278
527
$299K 0.03%
8,447
+242
528
$298K 0.03%
48,536
-779
529
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530
$297K 0.02%
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531
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7,253
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6,144
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534
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535
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536
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537
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$291K 0.02%
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$290K 0.02%
3,273
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540
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545
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5,528
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546
$284K 0.02%
19,422
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547
$283K 0.02%
7,053
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548
$282K 0.02%
3,716
-365
549
$280K 0.02%
6,951
+318
550
$279K 0.02%
+5,739
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