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
51
$3.7M 0.29%
18,128
-2,073
52
$3.58M 0.28%
34,468
-5,870
53
$3.58M 0.28%
68,204
-14,240
54
$3.57M 0.28%
145,091
-6,754
55
$3.53M 0.27%
129,968
-3,549
56
$3.45M 0.27%
141,441
-26,616
57
$3.42M 0.27%
60,006
-16,831
58
$3.41M 0.27%
67,750
+14,277
59
$3.4M 0.26%
81,982
-13,517
60
$3.36M 0.26%
11,503
+1,810
61
$3.32M 0.26%
74,878
+19,416
62
$3.24M 0.25%
34,318
-7,365
63
$3.2M 0.25%
68,267
-21,963
64
$3.19M 0.25%
34,580
-1,550
65
$3.19M 0.25%
100,393
-16,707
66
$3.1M 0.24%
10,309
-246
67
$3.09M 0.24%
20,987
-1,671
68
$3.03M 0.24%
27,843
-2,897
69
$2.94M 0.23%
96,649
+7,753
70
$2.82M 0.22%
26,487
+18,558
71
$2.8M 0.22%
48,530
-6,964
72
$2.79M 0.22%
176,915
-27,426
73
$2.79M 0.22%
20,871
-15,850
74
$2.78M 0.22%
151,716
-13,196
75
$2.78M 0.22%
46,938
-12,830
1 2
3
4 5