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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$254K 0.02%
2,538
-76
577
$253K 0.02%
14,724
+1,442
578
$251K 0.02%
18,547
-904
579
$245K 0.02%
20,244
-355
580
$245K 0.02%
5,203
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581
$244K 0.02%
2,569
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582
$244K 0.02%
30,989
-1,919
583
$244K 0.02%
+18,726
584
$243K 0.02%
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585
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586
$242K 0.02%
23,770
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587
$241K 0.02%
5,755
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588
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12,457
-1,819
589
$237K 0.02%
17,711
-5,060
590
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591
$235K 0.02%
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5,298
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594
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4,385
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595
$230K 0.02%
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596
$227K 0.02%
5,758
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597
$227K 0.02%
6,340
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598
$227K 0.02%
+4,621
599
$225K 0.02%
43,092
+40
600
$224K 0.02%
13,356
+1,139
22 23
24
25 26