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
676
$229K 0.02%
55,899
-7,137
677
$229K 0.02%
6,036
-23
678
$226K 0.02%
5,989
+572
679
$226K 0.02%
10,855
+4,557
680
$226K 0.02%
9,239
+26
681
$225K 0.02%
+2,734
682
$225K 0.02%
10,218
+437
683
$225K 0.02%
+1,873
684
$224K 0.02%
+4,111
685
$224K 0.02%
3,700
-8
686
$223K 0.02%
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687
$223K 0.02%
+7,496
688
$222K 0.02%
2,788
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689
$222K 0.02%
+5,278
690
$222K 0.02%
8,953
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691
$221K 0.02%
+7,559
692
$220K 0.02%
5,344
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693
$220K 0.02%
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694
$220K 0.02%
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695
$219K 0.01%
14,729
-719
696
$218K 0.01%
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697
$218K 0.01%
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698
$215K 0.01%
10,240
-4,621
699
$214K 0.01%
6,934
-1,761
700
$211K 0.01%
+12,293
26 27
28
29 30