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
$1.29B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$71.2M
3
+$35.3M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M

Top Sells

1
+$204M
2
+$37.7M
3
+$26.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$25.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$24.4M

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
76
$2.77M 0.22%
51,389
-5,501
77
$2.76M 0.21%
42,137
-18,951
78
$2.71M 0.21%
49,983
-8,858
79
$2.67M 0.21%
108,534
-10,810
80
$2.66M 0.21%
35,871
+3,410
81
$2.66M 0.21%
21,347
+11,368
82
$2.65M 0.21%
106,846
+57,898
83
$2.64M 0.21%
26,182
+8,639
84
$2.63M 0.2%
20,027
-117
85
$2.57M 0.2%
68,780
-1,405
86
$2.56M 0.2%
6,846
-1,451
87
$2.49M 0.19%
534,878
-464,051
88
$2.49M 0.19%
1,446
+177
89
$2.43M 0.19%
17,598
+1,807
90
$2.43M 0.19%
+47,358
91
$2.4M 0.19%
39,302
-934
92
$2.4M 0.19%
165,250
-22,567
93
$2.39M 0.19%
44,324
-14,202
94
$2.38M 0.19%
46,611
+5,667
95
$2.37M 0.18%
33,964
-1,070
96
$2.35M 0.18%
16,205
-584
97
$2.32M 0.18%
101,442
-15,015
98
$2.31M 0.18%
169,990
+38,430
99
$2.31M 0.18%
31,422
-3,586
100
$2.3M 0.18%
8,797
-3,312
2 3
4
5 6