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
601
$269K 0.02%
+4,925
602
$269K 0.02%
+4,549
603
$268K 0.02%
+6,998
604
$267K 0.02%
3,365
+11
605
$267K 0.02%
+6,723
606
$267K 0.02%
12,647
-378
607
$266K 0.02%
20,979
-853
608
$264K 0.02%
19,803
+493
609
$264K 0.02%
+3,566
610
$263K 0.02%
21,821
+3,670
611
$263K 0.02%
2,478
+88
612
$262K 0.02%
12,366
+1,383
613
$261K 0.02%
+19,433
614
$259K 0.02%
10,729
+2,071
615
$259K 0.02%
8,386
-5,399
616
$257K 0.02%
+23,802
617
$256K 0.02%
3,208
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618
$256K 0.02%
36,732
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619
$256K 0.02%
+10,293
620
$256K 0.02%
6,116
-2,030
621
$256K 0.02%
1,882
+18
622
$256K 0.02%
12,685
+126
623
$255K 0.02%
3,639
+75
624
$255K 0.02%
5,912
-6
625
$254K 0.02%
16,409
+88
23 24
25
26 27