FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$155M
2
+$70.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$18.3M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$12.9M

Top Sells

1
+$200M
2
+$39.9M
3
+$28.8M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.3M

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
951
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952
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953
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954
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955
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956
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957
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-9,918
958
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959
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960
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-13,514
961
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-20,489
962
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-1,522
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