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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$24.4M
3
+$24.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.4M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.64M

Top Sells

1
+$46.7M
2
+$40.3M
3
+$36.9M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M

Sector Composition

1 Healthcare 8.73%
2 Technology 7.67%
3 Financials 4.69%
4 Industrials 4.35%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$206K 0.02%
22,738
-12,792
627
$203K 0.02%
2,533
+505
628
$201K 0.02%
4,885
-21,370
629
$200K 0.02%
10,025
-2,783
630
$200K 0.02%
32,908
-92
631
$195K 0.02%
16,585
-20,407
632
$193K 0.02%
12,217
-10,596
633
$193K 0.02%
11,791
-2,539
634
$187K 0.02%
26,760
-3,645
635
$187K 0.02%
24,347
-6,819
636
$186K 0.01%
17,211
+1,257
637
$185K 0.01%
10,910
-48,099
638
$183K 0.01%
25,243
-7,105
639
$182K 0.01%
183,762
-57,608
640
$182K 0.01%
11,720
-3,182
641
$179K 0.01%
10,998
-29,658
642
$174K 0.01%
22,936
-56,360
643
$167K 0.01%
12,346
-3,451
644
$166K 0.01%
91,457
-57,783
645
$157K 0.01%
26,234
-4,480
646
$149K 0.01%
40,085
-17,693
647
$148K 0.01%
10,446
-5,353
648
$142K 0.01%
+10,675
649
$135K 0.01%
23,631
+13,313
650
$135K 0.01%
30,379
+13,250
24 25
26
27 28