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
601
$222K 0.02%
+4,084
602
$222K 0.02%
22,187
-1,115
603
$220K 0.02%
+1,296
604
$220K 0.02%
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605
$219K 0.02%
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-80
606
$219K 0.02%
9,852
-1,048
607
$218K 0.02%
2,145
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608
$218K 0.02%
3,052
-242
609
$218K 0.02%
+2,399
610
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2,533
-69
611
$218K 0.02%
2,874
+21
612
$218K 0.02%
615
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613
$218K 0.02%
+10,720
614
$217K 0.02%
8,190
-1,757
615
$217K 0.02%
2,573
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616
$217K 0.02%
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617
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-358
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620
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621
$214K 0.02%
12,664
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622
$212K 0.02%
4,495
-390
623
$210K 0.02%
8,128
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624
$210K 0.02%
13,678
-1,796
625
$210K 0.02%
+4,176
23 24
25
26 27