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
$1.29B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$71.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M

Top Sells

1
+$204M
2
+$37.7M
3
+$26.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.4M

Sector Composition

1 Healthcare 9.66%
2 Technology 8.46%
3 Financials 5.13%
4 Industrials 4.75%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$220K 0.02%
4,809
+669
677
$219K 0.02%
8,328
-1,143
678
$219K 0.02%
18,989
-341
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680
$218K 0.02%
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-4,702
681
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$216K 0.02%
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$215K 0.02%
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684
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32,348
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685
$213K 0.02%
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686
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687
$212K 0.02%
53,996
-6,013
688
$212K 0.02%
7,444
-1,371
689
$211K 0.02%
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$210K 0.02%
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$210K 0.02%
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$210K 0.02%
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695
$205K 0.02%
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-183
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$205K 0.02%
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$205K 0.02%
+17,180
698
$205K 0.02%
3,085
-275
699
$205K 0.02%
8,628
-2,137
700
$205K 0.02%
6,778
-1,231
26 27
28
29 30