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
701
$211K 0.01%
5,934
+165
702
$210K 0.01%
+1,944
703
$210K 0.01%
+4,556
704
$209K 0.01%
2,300
-241
705
$208K 0.01%
+5,548
706
$208K 0.01%
2,654
+51
707
$208K 0.01%
7,758
-2,378
708
$208K 0.01%
5,042
-1,294
709
$207K 0.01%
2,679
+324
710
$207K 0.01%
+13,964
711
$206K 0.01%
+12,192
712
$206K 0.01%
+1,973
713
$206K 0.01%
+12,824
714
$206K 0.01%
+5,775
715
$205K 0.01%
26,737
+5,044
716
$205K 0.01%
1,825
-1,011
717
$204K 0.01%
10,946
+646
718
$204K 0.01%
+6,878
719
$204K 0.01%
+7,529
720
$203K 0.01%
+12,340
721
$203K 0.01%
+8,377
722
$202K 0.01%
+8,169
723
$202K 0.01%
+5,057
724
$202K 0.01%
+5,896
725
$201K 0.01%
+3,396
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