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
76
$2.1M 0.14%
+33,755
77
$2.09M 0.14%
26,912
+1,160
78
$2.08M 0.14%
24,182
+3,969
79
$2.06M 0.14%
20,170
+3,507
80
$2M 0.14%
16,155
+1,510
81
$1.98M 0.14%
83,346
-14,473
82
$1.96M 0.13%
18,644
+1,071
83
$1.95M 0.13%
13,216
+2,069
84
$1.94M 0.13%
54,378
+44,368
85
$1.92M 0.13%
77,338
+21,252
86
$1.9M 0.13%
37,138
-3,758
87
$1.9M 0.13%
199,778
+9,514
88
$1.89M 0.13%
53,840
+7,540
89
$1.88M 0.13%
57,721
-6,840
90
$1.88M 0.13%
80,328
+21,908
91
$1.88M 0.13%
13,276
+535
92
$1.88M 0.13%
33,710
-662
93
$1.87M 0.13%
32,967
+2,305
94
$1.8M 0.12%
37,665
+5,160
95
$1.8M 0.12%
20,391
+338
96
$1.8M 0.12%
43,878
+1,189
97
$1.78M 0.12%
29,365
+821
98
$1.77M 0.12%
15,489
+2,173
99
$1.75M 0.12%
81,905
+1,446
100
$1.72M 0.12%
9,551
+203
2 3
4
5 6