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
751
$161K 0.01%
12,167
+2,106
752
$160K 0.01%
25,348
-55
753
$160K 0.01%
24,276
+5,680
754
$157K 0.01%
35,422
-17,053
755
$156K 0.01%
2,109
+149
756
$156K 0.01%
15,495
-724
757
$154K 0.01%
16,545
-305
758
$154K 0.01%
2,863
+1,238
759
$145K 0.01%
24,424
-47,196
760
$144K 0.01%
+10,034
761
$143K 0.01%
20,930
-4,451
762
$134K 0.01%
960
+6
763
$134K 0.01%
+10,650
764
$133K 0.01%
23,380
+267
765
$130K 0.01%
14,590
+1,834
766
$130K 0.01%
87,458
+3,255
767
$125K 0.01%
12,112
-7,067
768
$125K 0.01%
12,968
-38
769
$124K 0.01%
7,444
+918
770
$122K 0.01%
+3,142
771
$114K 0.01%
+13,993
772
$110K 0.01%
18,563
-10,081
773
$110K 0.01%
15,354
+2,410
774
$108K 0.01%
+17,662
775
$108K 0.01%
16,915
+166
29 30
31
32 33