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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
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
551
$268K 0.02%
+5,837
552
$268K 0.02%
4,343
-1,852
553
$267K 0.02%
8,205
-3,435
554
$266K 0.02%
7,676
-2,580
555
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+3,819
556
$264K 0.02%
4,448
-2,022
557
$264K 0.02%
22,771
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558
$262K 0.02%
8,181
-1,380
559
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2,062
-1,325
560
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20,599
-5,736
561
$259K 0.02%
7,840
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562
$259K 0.02%
5,411
-16,867
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$258K 0.02%
18,017
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564
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2,586
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$254K 0.02%
25,862
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16,210
-19,880
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$253K 0.02%
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572
$252K 0.02%
2,584
-2,181
573
$251K 0.02%
6,796
-5,462
574
$251K 0.02%
10,505
-5,504
575
$251K 0.02%
3,599
-2,533
21 22
23
24 25