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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
3
+$36.9M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M

Sector Composition

1 Healthcare 8.73%
2 Technology 7.67%
3 Financials 4.69%
4 Industrials 4.35%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.33M 0.35%
+58,459
52
$4.32M 0.35%
+164,877
53
$4.27M 0.34%
46,583
-23,940
54
$4.19M 0.34%
21,074
+87
55
$4.19M 0.34%
+55,841
56
$4.01M 0.32%
71,950
+21,967
57
$3.98M 0.32%
63,957
+35,990
58
$3.97M 0.32%
150,739
+9,298
59
$3.94M 0.32%
82,584
-45,048
60
$3.91M 0.31%
179,754
+2,839
61
$3.88M 0.31%
7,632
+1,210
62
$3.78M 0.3%
73,200
+51,720
63
$3.76M 0.3%
73,379
-87,294
64
$3.75M 0.3%
74,425
-453
65
$3.73M 0.3%
123,264
-6,704
66
$3.66M 0.29%
73,492
+47,712
67
$3.65M 0.29%
156,273
+110,204
68
$3.61M 0.29%
78,325
+55,178
69
$3.55M 0.29%
160,367
+8,651
70
$3.46M 0.28%
125,363
+16,829
71
$3.37M 0.27%
56,502
-11,702
72
$3.36M 0.27%
12,270
+2,099
73
$3.33M 0.27%
132,047
+54,372
74
$3.3M 0.26%
37,334
+5,912
75
$3.26M 0.26%
16,497
+4,409
1 2
3
4 5