FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$239M
2
+$62.5M
3
+$13.4M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.4M

Top Sells

1
+$211M
2
+$68.9M
3
+$19.2M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$8.18M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$7.63M

Sector Composition

1 Healthcare 8.17%
2 Technology 4.74%
3 Industrials 3.4%
4 Consumer Discretionary 2.14%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$254K 0.02%
16,409
+88
627
$253K 0.02%
6,276
+1,567
628
$253K 0.02%
+7,756
629
$252K 0.02%
3,900
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630
$252K 0.02%
+11,055
631
$251K 0.02%
7,864
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632
$251K 0.02%
12,180
+1,398
633
$250K 0.02%
27,188
-258
634
$250K 0.02%
+1,125
635
$250K 0.02%
+5,820
636
$249K 0.02%
1,061
-18
637
$249K 0.02%
9,202
-5,689
638
$249K 0.02%
4,316
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639
$248K 0.02%
3,659
-309
640
$246K 0.02%
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641
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$246K 0.02%
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$244K 0.02%
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645
$244K 0.02%
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646
$244K 0.02%
21,731
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647
$244K 0.02%
13,507
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648
$243K 0.02%
10,928
+322
649
$242K 0.02%
2,888
-2,989
650
$242K 0.02%
7,188
-48
24 25
26
27 28