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

Top Buys

1
+$102M
2
+$26.4M
3
+$21.2M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$12.1M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10M

Top Sells

1
+$114M
2
+$32.6M
3
+$24.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.3M

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%
7,737
+223
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
-208
581
$244K 0.02%
2,569
+287
582
$244K 0.02%
30,989
-1,919
583
$244K 0.02%
+18,726
584
$243K 0.02%
5,618
-476
585
$243K 0.02%
+5,547
586
$242K 0.02%
23,770
+7,185
587
$241K 0.02%
5,755
-703
588
$237K 0.02%
12,457
-1,819
589
$237K 0.02%
17,711
-5,060
590
$235K 0.02%
9,525
+1,140
591
$235K 0.02%
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592
$233K 0.02%
15,145
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593
$231K 0.02%
5,298
-392
594
$230K 0.02%
4,385
-265
595
$230K 0.02%
+8,458
596
$227K 0.02%
5,758
-1,038
597
$227K 0.02%
6,340
-163
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