FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$29.2M
2
+$24.4M
3
+$24.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.4M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.64M

Top Sells

1
+$46.7M
2
+$40.3M
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
576
$251K 0.02%
1,817
-936
577
$250K 0.02%
3,431
-6,586
578
$249K 0.02%
+3,245
579
$249K 0.02%
5,160
-850
580
$247K 0.02%
6,026
-28,032
581
$245K 0.02%
3,664
-65
582
$244K 0.02%
+4,293
583
$243K 0.02%
8,933
-4,454
584
$242K 0.02%
6,647
-2,932
585
$241K 0.02%
4,650
-14,718
586
$241K 0.02%
4,673
-2,479
587
$240K 0.02%
+3,201
588
$240K 0.02%
5,019
-1,709
589
$239K 0.02%
9,371
-4,311
590
$238K 0.02%
+2,602
591
$233K 0.02%
+1,884
592
$233K 0.02%
2,778
-12,453
593
$232K 0.02%
13,410
-2,799
594
$232K 0.02%
+5,690
595
$232K 0.02%
6,503
-3,187
596
$231K 0.02%
+1,500
597
$229K 0.02%
43,052
-16,139
598
$229K 0.02%
15,672
-9,671
599
$229K 0.02%
3,476
-252
600
$228K 0.02%
+1,838
22 23
24
25 26