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
676
$51K ﹤0.01%
12,174
-1,180
677
$48K ﹤0.01%
1,387
+219
678
$43K ﹤0.01%
14,045
-440
679
$43K ﹤0.01%
31,629
-191
680
$33K ﹤0.01%
+13,562
681
$31K ﹤0.01%
29,961
-8,686
682
$28K ﹤0.01%
18,476
+466
683
$20K ﹤0.01%
17,821
-1,779
684
$9K ﹤0.01%
2,437
-114
685
– –
-7,709
686
– –
-1,555
687
– –
-2,056
688
– –
-26,760
689
– –
-2,639
690
– –
-1,124
691
– –
-1,315
692
– –
-34,413
693
– –
-2,533
694
– –
-11,899
695
– –
-3,245
696
– –
-2,937
697
– –
-1,992
698
– –
-6,232
699
– –
-1,251
700
– –
-53,560
26 27
28
29 30