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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$102M
2
+$26.4M
3
+$21.2M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$12.1M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10M

Top Sells

1
+$114M
2
+$32.6M
3
+$24.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.3M

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%
31,629
-191
679
$43K ﹤0.01%
14,045
-440
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
– –
-15,745
686
– –
-55,841
687
– –
-34,134
688
– –
-7,709
689
– –
-1,555
690
– –
-2,056
691
– –
-26,760
692
– –
-2,639
693
– –
-1,124
694
– –
-1,315
695
– –
-3,245
696
– –
-7,019
697
– –
-1,992
698
– –
-53,560
699
– –
-76,457
700
– –
-164,877
26 27
28
29 30