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
751
$53K ﹤0.01%
51,305
-5,283
752
$46K ﹤0.01%
2,652
-589
753
$45K ﹤0.01%
23,302
-1,720
754
$38K ﹤0.01%
37,616
+541
755
$31K ﹤0.01%
12,622
-1,300
756
$29K ﹤0.01%
12,904
-4,330
757
$27K ﹤0.01%
2,135
-500
758
$19K ﹤0.01%
20,072
-2,021
759
– –
-6,655
760
– –
-5,850
761
– –
-18,690
762
– –
-4,501
763
– –
-5,257
764
– –
-10,599
765
– –
-5,532
766
– –
-21,556
767
– –
-261
768
– –
-15,260
769
– –
-6,268
770
– –
-6,591
771
– –
-37,973
772
– –
-22,446
773
– –
-224,736
774
– –
-7,567
775
– –
-11,681
29 30
31
32 33