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
626
$210K 0.02%
1,207
-26
627
$209K 0.02%
31,941
-1,588
628
$209K 0.02%
+1,532
629
$207K 0.02%
+3,592
630
$205K 0.02%
4,729
-1,097
631
$204K 0.02%
+4,081
632
$202K 0.02%
70,913
+31,134
633
$202K 0.02%
+1,489
634
$201K 0.02%
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635
$201K 0.02%
26,830
-46,460
636
$201K 0.02%
82,973
-1,487
637
$200K 0.02%
11,997
-1,413
638
$200K 0.02%
5,102
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639
$198K 0.02%
17,409
-608
640
$192K 0.02%
23,890
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641
$192K 0.02%
10,494
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642
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643
$188K 0.02%
18,108
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644
$186K 0.02%
11,027
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645
$174K 0.01%
40,386
-31,542
646
$167K 0.01%
86,164
-5,293
647
$166K 0.01%
17,934
-1,967
648
$159K 0.01%
12,822
-24,731
649
$154K 0.01%
14,930
-2,281
650
$150K 0.01%
29,508
-10,577
24 25
26
27 28