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
601
$279K 0.02%
14,117
-2,518
602
$277K 0.02%
25,663
-3,716
603
$277K 0.02%
8,736
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6,360
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$277K 0.02%
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606
$276K 0.02%
9,958
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607
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608
$272K 0.02%
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$270K 0.02%
3,904
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-46,988
612
$270K 0.02%
1,294
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63,411
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614
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615
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5,480
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$263K 0.02%
+16,209
622
$262K 0.02%
8,098
-9,636
623
$261K 0.02%
3,030
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624
$261K 0.02%
529
-399
625
$260K 0.02%
1,893
-3,245
23 24
25
26 27