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
701
$204K 0.02%
9,551
-16,902
702
$200K 0.02%
+22,764
703
$200K 0.02%
1,305
+280
704
$198K 0.02%
18,906
-7,401
705
$194K 0.02%
16,774
-5,381
706
$189K 0.01%
52,006
-4,569
707
$189K 0.01%
+13,317
708
$181K 0.01%
+57,778
709
$178K 0.01%
31,166
-12,967
710
$177K 0.01%
26,335
-10,964
711
$169K 0.01%
10,447
-1,499
712
$169K 0.01%
15,797
-6,333
713
$166K 0.01%
10,848
-977
714
$161K 0.01%
18,834
-1,697
715
$159K 0.01%
11,059
-387
716
$154K 0.01%
10,928
-292
717
$153K 0.01%
10,359
+913
718
$151K 0.01%
11,021
-3,899
719
$150K 0.01%
+23,598
720
$146K 0.01%
9,968
-2,180
721
$145K 0.01%
15,954
-2,140
722
$143K 0.01%
29,767
+6,836
723
$137K 0.01%
34,697
-3,350
724
$137K 0.01%
28,070
-6,560
725
$135K 0.01%
12,870
-1,246
27 28
29
30 31