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
651
$242K 0.02%
7,188
-48
652
$242K 0.02%
2,888
-2,989
653
$241K 0.02%
+5,323
654
$240K 0.02%
+7,601
655
$239K 0.02%
1,818
+162
656
$239K 0.02%
+10,144
657
$238K 0.02%
+6,801
658
$237K 0.02%
17,353
+613
659
$237K 0.02%
5,000
-2,642
660
$237K 0.02%
2,372
-889
661
$237K 0.02%
13,010
+855
662
$237K 0.02%
+2,608
663
$236K 0.02%
4,909
-544
664
$236K 0.02%
+5,281
665
$236K 0.02%
3,025
-1,494
666
$235K 0.02%
8,713
-4,854
667
$235K 0.02%
+2,850
668
$235K 0.02%
+1,972
669
$232K 0.02%
44,141
-2,774
670
$232K 0.02%
2,778
+4
671
$232K 0.02%
3,893
+218
672
$232K 0.02%
+4,143
673
$231K 0.02%
+1,992
674
$230K 0.02%
+4,703
675
$230K 0.02%
4,003
+72
25 26
27
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