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
51
$2.7M 0.18%
126,413
+13,858
52
$2.68M 0.18%
117,692
+12,901
53
$2.66M 0.18%
120,525
+2,099
54
$2.63M 0.18%
142,816
+30,453
55
$2.62M 0.18%
71,368
+1,774
56
$2.62M 0.18%
86,052
+10,508
57
$2.6M 0.18%
+93,188
58
$2.6M 0.18%
92,128
+2,680
59
$2.58M 0.18%
24,081
+2,346
60
$2.55M 0.17%
28,630
+4,187
61
$2.52M 0.17%
142,002
+8,686
62
$2.51M 0.17%
46,344
+14,134
63
$2.48M 0.17%
46,790
+8,754
64
$2.48M 0.17%
26,440
-37,198
65
$2.47M 0.17%
21,447
+3,475
66
$2.41M 0.16%
16,642
+18
67
$2.41M 0.16%
26,314
+454
68
$2.35M 0.16%
22,968
+2,716
69
$2.29M 0.16%
28,649
+1,232
70
$2.27M 0.15%
138,102
-1,573
71
$2.17M 0.15%
83,882
+21,832
72
$2.16M 0.15%
86,862
+22,800
73
$2.13M 0.14%
25,022
+3,241
74
$2.13M 0.14%
82,346
+21,313
75
$2.1M 0.14%
24,849
+1,180
1 2
3
4 5