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
726
$201K 0.01%
12,151
+633
727
$200K 0.01%
3,594
-97
728
$198K 0.01%
21,295
-566
729
$192K 0.01%
+11,773
730
$192K 0.01%
14,141
+580
731
$191K 0.01%
36
+7
732
$190K 0.01%
15,134
+3,908
733
$187K 0.01%
21,239
+1,368
734
$186K 0.01%
+11,078
735
$183K 0.01%
50,923
+9,158
736
$182K 0.01%
+14,339
737
$181K 0.01%
15,135
-7,416
738
$181K 0.01%
5,474
+2,309
739
$181K 0.01%
+20,974
740
$180K 0.01%
+14,640
741
$180K 0.01%
24,403
-25,067
742
$179K 0.01%
19,207
-3,828
743
$175K 0.01%
13,586
-18,781
744
$172K 0.01%
12,269
+1,245
745
$171K 0.01%
14,339
+1,892
746
$171K 0.01%
+13,268
747
$165K 0.01%
+12,841
748
$163K 0.01%
25,966
+4,112
749
$163K 0.01%
11,197
+258
750
$161K 0.01%
+34,584
28 29
30
31 32