Freedom Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$155M |
| 2 |
Vanguard Total Bond Market
BND
|
+$70.2M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$35.3M |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$18.3M |
| 5 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$12.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$200M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$39.9M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$28.8M |
| 4 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
+$25.4M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$24.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 9.66% |
| 2 | Technology | 8.46% |
| 3 | Financials | 5.13% |
| 4 | Industrials | 4.75% |
| 5 | Consumer Discretionary | 4.16% |
Similar funds
Freedom Investment Management's Q4 2018 Portfolio in Review
As of Q4 2018, Freedom Investment Management held 962 positions worth $1.29B, down 19% from $1.6B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Freedom Investment Management withdrew a net $156M in Q4 2018, closing 204 positions and reducing 540 holdings. Its most notable exit was PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund, an estimated $25.4M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 9.7% of assets, down from 11% a quarter earlier, followed by Technology and Financials.
Against the trend, Freedom Investment Management opened a new position in Vanguard Total Bond Market worth $71.2M.
- Freedom Investment Management's largest Q4 2018 buy was Vanguard Total Bond Market: 898,650 shares worth $71.2M.
- Freedom Investment Management added most to State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018, an estimated $155M increase.
- Freedom Investment Management's biggest Q4 2018 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $200M.
- Freedom Investment Management fully exited PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2018, selling an estimated $25.4M.
- Freedom Investment Management's ten largest holdings make up 31% of its $1.29B portfolio in Q4 2018.
- Freedom Investment Management opened 63 new positions and closed 204 in Q4 2018.
- Freedom Investment Management's portfolio value fell 19% quarter-over-quarter to $1.29B.
Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.