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
601
$222K 0.02%
+4,084
602
$222K 0.02%
22,187
-1,115
603
$220K 0.02%
+1,296
604
$220K 0.02%
2,773
-833
605
$219K 0.02%
15,878
-80
606
$219K 0.02%
9,852
-1,048
607
$218K 0.02%
3,052
-242
608
$218K 0.02%
+2,399
609
$218K 0.02%
2,533
-69
610
$218K 0.02%
2,874
+21
611
$218K 0.02%
615
-326,477
612
$218K 0.02%
+10,720
613
$218K 0.02%
2,145
-90
614
$217K 0.02%
8,190
-1,757
615
$217K 0.02%
2,573
-3,186
616
$217K 0.02%
11,722
-69
617
$215K 0.02%
1,852
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618
$215K 0.02%
2,843
-358
619
$214K 0.02%
+2,675
620
$214K 0.02%
+5,284
621
$214K 0.02%
12,664
+42
622
$212K 0.02%
4,495
-390
623
$210K 0.02%
8,128
-805
624
$210K 0.02%
13,678
-1,796
625
$210K 0.02%
+4,176
23 24
25
26 27