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
551
$301K 0.02%
14,539
+2,515
552
$300K 0.02%
+51,035
553
$299K 0.02%
13,012
+1,453
554
$299K 0.02%
21,797
-4,325
555
$298K 0.02%
14,954
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556
$298K 0.02%
58,316
+40,025
557
$297K 0.02%
374
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558
$296K 0.02%
73,271
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559
$295K 0.02%
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-446
560
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561
$294K 0.02%
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562
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7,026
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563
$292K 0.02%
6,693
-2,411
564
$292K 0.02%
+6,228
565
$291K 0.02%
11,620
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566
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$290K 0.02%
6,406
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$289K 0.02%
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-324
570
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571
$288K 0.02%
+36,039
572
$287K 0.02%
3,270
+21
573
$286K 0.02%
9,374
-8,424
574
$285K 0.02%
+8,594
575
$285K 0.02%
20,021
+326
21 22
23
24 25