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
651
$146K 0.01%
20,365
-2,248
652
$142K 0.01%
20,370
-2,368
653
$139K 0.01%
12,183
-163
654
$134K 0.01%
20,759
-92
655
$125K 0.01%
14,104
+257
656
$124K 0.01%
+12,445
657
$123K 0.01%
61,401
-8,354
658
$119K 0.01%
24,774
-469
659
$113K 0.01%
13,875
-254
660
$113K 0.01%
25,704
-4,675
661
$111K 0.01%
13,053
+8,283
662
$109K 0.01%
10,756
-1,783
663
$108K 0.01%
11,896
-943
664
$107K 0.01%
25,203
+58
665
$104K 0.01%
13,900
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666
$101K 0.01%
21,329
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667
$96K 0.01%
20,484
-1,013
668
$88K 0.01%
27,947
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669
$79K 0.01%
15,791
-7,840
670
$77K 0.01%
56,588
+9,188
671
$76K 0.01%
16,997
+3,940
672
$72K 0.01%
12,904
-205
673
$72K 0.01%
13,798
-2,484
674
$54K ﹤0.01%
70,363
-1,241
675
$51K ﹤0.01%
22,973
-3,247
25 26
27
28 29