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
626
$254K 0.02%
+2,394
627
$253K 0.02%
+7,756
628
$253K 0.02%
6,276
+1,567
629
$252K 0.02%
+11,055
630
$252K 0.02%
3,900
+34
631
$251K 0.02%
12,180
+1,398
632
$251K 0.02%
7,864
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633
$250K 0.02%
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634
$250K 0.02%
+1,125
635
$250K 0.02%
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-258
636
$249K 0.02%
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637
$249K 0.02%
9,202
-5,689
638
$249K 0.02%
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-18
639
$248K 0.02%
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-309
640
$246K 0.02%
20,353
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641
$246K 0.02%
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643
$246K 0.02%
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644
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13,507
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$244K 0.02%
21,731
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$244K 0.02%
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647
$244K 0.02%
12,984
-352
648
$243K 0.02%
10,928
+322
649
$242K 0.02%
+19,409
650
$242K 0.02%
25,402
-544
24 25
26
27 28