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

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
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
651
$135K 0.01%
20,851
-20,882
652
$134K 0.01%
3,356
+526
653
$133K 0.01%
39,779
-12,227
654
$132K 0.01%
12,539
-4,235
655
$131K 0.01%
69,755
-8,402
656
$123K 0.01%
+26,259
657
$120K 0.01%
12,839
-10,759
658
$120K 0.01%
47,400
-38,144
659
$118K 0.01%
13,847
-4,987
660
$117K 0.01%
25,145
-4,622
661
$116K 0.01%
23,420
-4,650
662
$112K 0.01%
14,292
+2,649
663
$111K 0.01%
31,820
-4,050
664
$92K 0.01%
21,497
-32,499
665
$87K 0.01%
14,129
-12,468
666
$86K 0.01%
16,282
-128
667
$75K 0.01%
+13,109
668
$75K 0.01%
+4,770
669
$74K 0.01%
71,604
-20,228
670
$72K 0.01%
13,057
-396
671
$62K 0.01%
13,354
-21,343
672
$60K ﹤0.01%
38,647
+15,345
673
$59K ﹤0.01%
1,168
-774
674
$49K ﹤0.01%
26,220
-4,631
675
$45K ﹤0.01%
+14,485
25 26
27
28 29