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
576
$284K 0.02%
+9,192
577
$284K 0.02%
28,189
+1,154
578
$283K 0.02%
2,509
+18
579
$283K 0.02%
13,958
+273
580
$282K 0.02%
2,785
+247
581
$282K 0.02%
8,358
-91
582
$282K 0.02%
2,160
-8
583
$281K 0.02%
15,195
+673
584
$281K 0.02%
+2,956
585
$280K 0.02%
6,200
+535
586
$280K 0.02%
5,287
+367
587
$279K 0.02%
3,387
+372
588
$278K 0.02%
+5,298
589
$277K 0.02%
+7,794
590
$277K 0.02%
5,727
-215
591
$277K 0.02%
7,178
-4,339
592
$277K 0.02%
35,546
-3,554
593
$276K 0.02%
+6,859
594
$274K 0.02%
1,310
-92,685
595
$273K 0.02%
+21,232
596
$272K 0.02%
14,519
-1,628
597
$272K 0.02%
3,185
-1,078
598
$272K 0.02%
4,697
-1,915
599
$270K 0.02%
+9,705
600
$270K 0.02%
8,617
-6,776
22 23
24
25 26