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
551
$323K 0.03%
4,562
+533
552
$323K 0.03%
3,237
+1,240
553
$322K 0.03%
3,429
-736
554
$321K 0.03%
13,950
-400
555
$320K 0.02%
7,376
-113
556
$319K 0.02%
2,378
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557
$317K 0.02%
3,069
-628
558
$316K 0.02%
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559
$315K 0.02%
6,933
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560
$314K 0.02%
7,152
-4,898
561
$311K 0.02%
+42,494
562
$311K 0.02%
39,355
-3,079
563
$310K 0.02%
9,408
-680
564
$309K 0.02%
11,068
-2,184
565
$308K 0.02%
7,413
-12,825
566
$308K 0.02%
3,005
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$306K 0.02%
59,191
-40,184
568
$306K 0.02%
8,444
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569
$306K 0.02%
+6,059
570
$305K 0.02%
5,944
-6,916
571
$305K 0.02%
12,175
-42,537
572
$305K 0.02%
33,639
-5,736
573
$305K 0.02%
10,898
-2,474
574
$305K 0.02%
13,682
-368
575
$305K 0.02%
11,870
-1,106
21 22
23
24 25