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
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.2M
3
+$8.33M
4
BND icon
Vanguard Total Bond Market
BND
+$5.79M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.85M

Top Sells

1
+$15.5M
2
+$9.05M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.59M
5
MBB icon
iShares MBS ETF
MBB
+$2.4M

Sector Composition

1 Technology 3.67%
2 Industrials 2.91%
3 Healthcare 2.07%
4 Energy 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.34%
+43,465
52
$1.17M 0.33%
+46,066
53
$1.13M 0.32%
+44,825
54
$1.1M 0.31%
10,739
+5,625
55
$1.08M 0.31%
11,942
+453
56
$1.05M 0.3%
+28,355
57
$1.03M 0.29%
9,659
-639
58
$980K 0.28%
44,928
+81
59
$977K 0.28%
25,420
+1,486
60
$956K 0.27%
+54,612
61
$918K 0.26%
31,395
-1,282
62
$915K 0.26%
8,636
-22,682
63
$902K 0.26%
10,402
-137
64
$890K 0.25%
5,894
-21
65
$886K 0.25%
+20,087
66
$870K 0.25%
8,744
-458
67
$849K 0.24%
16,091
+2,470
68
$848K 0.24%
16,993
-678
69
$826K 0.24%
21,134
+10,480
70
$825K 0.24%
36,940
+492
71
$813K 0.23%
15,330
-1,273
72
$790K 0.23%
9,831
+7,051
73
$788K 0.22%
11,193
+642
74
$788K 0.22%
12,978
+909
75
$786K 0.22%
40,704
+456
1 2
3
4 5