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
726
$134K 0.01%
19,808
-2,033
727
$126K 0.01%
+11,848
728
$125K 0.01%
+17,251
729
$125K 0.01%
35,870
-12,446
730
$125K 0.01%
78,157
-373,075
731
$124K 0.01%
26,597
-5,148
732
$124K 0.01%
+11,432
733
$121K 0.01%
13,809
+1,897
734
$111K 0.01%
+2,830
735
$98K 0.01%
10,478
-2,022
736
$94K 0.01%
+13,703
737
$89K 0.01%
17,892
+319
738
$85K 0.01%
1,942
-1,041
739
$84K 0.01%
11,643
-1,942
740
$84K 0.01%
14,229
-15,739
741
$81K 0.01%
13,072
-1,144
742
$80K 0.01%
16,410
-23,916
743
$78K 0.01%
13,159
+97
744
$74K 0.01%
17,129
-3,539
745
$68K 0.01%
91,832
-32,158
746
$67K 0.01%
17,266
+976
747
$67K 0.01%
13,453
-1,726
748
$60K ﹤0.01%
10,318
-3,560
749
$57K ﹤0.01%
13,002
-1,053
750
$55K ﹤0.01%
30,851
-2,921
28 29
30
31 32