FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
State Street SPDR Bloomberg 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
– –
-5,532
952
– –
-21,556
953
– –
-15,260
954
– –
-6,268
955
– –
-6,591
956
– –
-37,973
957
– –
-22,446
958
– –
-224,736
959
– –
-7,567
960
– –
-11,681
961
– –
-15,345
962
– –
-1,852
35 36 37 38
39