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
$1.25B
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$25.6M
3
+$24.7M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$10.5M
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$9.45M

Top Sells

1
+$47.9M
2
+$41M
3
+$36.9M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$13.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M

Sector Composition

1 Healthcare 8.73%
2 Technology 7.67%
3 Financials 4.69%
4 Industrials 4.35%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.26%
83,216
+27,236
77
$3.23M 0.26%
368,090
+277,176
78
$3.23M 0.26%
53,555
+2,166
79
$3.19M 0.26%
55,867
-4,139
80
$3.14M 0.25%
47,215
+37,145
81
$3.13M 0.25%
1,792
+346
82
$3.02M 0.24%
25,614
+4,801
83
$3M 0.24%
43,588
+4,286
84
$2.99M 0.24%
44,871
+6,037
85
$2.98M 0.24%
126,025
+62,764
86
$2.93M 0.24%
138,670
+109,598
87
$2.9M 0.23%
26,583
+4,845
88
$2.89M 0.23%
120,528
+38,038
89
$2.84M 0.23%
47,421
-22,437
90
$2.74M 0.22%
298,295
+47,669
91
$2.7M 0.22%
6,577
-269
92
$2.7M 0.22%
8,925
-2,578
93
$2.66M 0.21%
19,018
+3,012
94
$2.65M 0.21%
67,273
+13,798
95
$2.64M 0.21%
14,982
-689
96
$2.63M 0.21%
48,795
-58,686
97
$2.63M 0.21%
16,474
+2,412
98
$2.57M 0.21%
70,229
+17,113
99
$2.54M 0.2%
28,560
+2,160
100
$2.53M 0.2%
18,737
+103
2 3
4
5 6