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
576
$301K 0.02%
19,541
-1,428
577
$298K 0.02%
+5,787
578
$298K 0.02%
9,246
+201
579
$298K 0.02%
17,845
+1,700
580
$297K 0.02%
16,080
-8,890
581
$296K 0.02%
5,052
-2,345
582
$296K 0.02%
4,023
-933
583
$296K 0.02%
12,444
+2,664
584
$295K 0.02%
17,678
-12,910
585
$295K 0.02%
7,756
-2,410
586
$294K 0.02%
864
-298
587
$294K 0.02%
19,478
-9,812
588
$293K 0.02%
4,659
-1,283
589
$291K 0.02%
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590
$291K 0.02%
11,216
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$290K 0.02%
6,728
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593
$290K 0.02%
41,733
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$289K 0.02%
3,672
-843
595
$287K 0.02%
45,426
-8,842
596
$287K 0.02%
23,183
-84
597
$286K 0.02%
33,000
-4,806
598
$283K 0.02%
6,010
-1,305
599
$281K 0.02%
9,561
-2,766
600
$280K 0.02%
15,264
-1,550
22 23
24
25 26