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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.35%
76,360
-1,000
52
$4.05M 0.34%
21,997
-1,190
53
$4.02M 0.34%
149,681
-10,686
54
$3.94M 0.33%
2,103
+311
55
$3.84M 0.32%
132,397
+7,034
56
$3.82M 0.32%
143,434
-7,305
57
$3.77M 0.32%
65,874
-6,076
58
$3.74M 0.31%
72,807
-1,618
59
$3.64M 0.3%
116,284
-6,980
60
$3.57M 0.3%
49,017
-31,544
61
$3.56M 0.3%
67,185
-6,015
62
$3.54M 0.3%
17,217
+720
63
$3.48M 0.29%
67,644
-5,848
64
$3.39M 0.28%
331,647
-36,443
65
$3.37M 0.28%
449,205
+262,186
66
$3.36M 0.28%
36,839
-495
67
$3.34M 0.28%
144,158
-12,115
68
$3.34M 0.28%
82,260
-956
69
$3.32M 0.28%
26,880
+297
70
$3.26M 0.27%
42,806
-2,065
71
$3.21M 0.27%
52,983
-572
72
$3.19M 0.27%
54,038
-2,464
73
$3.17M 0.27%
24,571
-1,043
74
$3.16M 0.26%
56,538
+9,117
75
$3.1M 0.26%
11,258
+868
1 2
3
4 5