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
776
$94K 0.01%
13,140
-5,682
777
$92K 0.01%
+2,766
778
$88K 0.01%
13,909
+104
779
$86K 0.01%
14,839
-659
780
$78K 0.01%
15,615
-824
781
$78K 0.01%
10,125
-625
782
$63K ﹤0.01%
+11,487
783
$59K ﹤0.01%
15,765
-15,325
784
$58K ﹤0.01%
29,088
-1,548
785
$55K ﹤0.01%
2,831
+1,158
786
$45K ﹤0.01%
15,176
-15,519
787
$43K ﹤0.01%
50
+3
788
$42K ﹤0.01%
3,336
+26
789
$42K ﹤0.01%
29,500
-1,706
790
$36K ﹤0.01%
859
-4
791
$30K ﹤0.01%
57,785
-8,846
792
$30K ﹤0.01%
22,517
+5,578
793
$22K ﹤0.01%
20,776
-1,898
794
$4K ﹤0.01%
11,095
-114
795
– –
-5,965
796
– –
-9,801
797
– –
-19,336
798
– –
-3,135
799
– –
-4,787
800
– –
-6,199
30 31
32
33 34