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
$1.19B
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$21.9M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$11.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.1M

Top Sells

1
+$116M
2
+$32.5M
3
+$25.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.4M

Sector Composition

1 Healthcare 7.99%
2 Technology 7.46%
3 Financials 5.49%
4 Industrials 4.55%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.03M 0.25%
8,454
-471
77
$2.99M 0.25%
21,446
+2,428
78
$2.96M 0.25%
73,763
+18,132
79
$2.94M 0.25%
42,224
-4,991
80
$2.94M 0.25%
10,005
-2,265
81
$2.86M 0.24%
15,486
+504
82
$2.86M 0.24%
112,906
-19,141
83
$2.85M 0.24%
55,232
-18,147
84
$2.85M 0.24%
15,073
-1,401
85
$2.84M 0.24%
+95,060
86
$2.82M 0.24%
269,555
-16,780
87
$2.79M 0.23%
30,158
-43,643
88
$2.74M 0.23%
288,514
-9,781
89
$2.73M 0.23%
21,332
+2,560
90
$2.72M 0.23%
127,311
-11,359
91
$2.66M 0.22%
34,116
-24,343
92
$2.63M 0.22%
17,594
+1,181
93
$2.61M 0.22%
59,963
-2,792
94
$2.56M 0.21%
64,516
-2,757
95
$2.55M 0.21%
26,900
-1,660
96
$2.52M 0.21%
14,532
+185
97
$2.51M 0.21%
41,162
-356
98
$2.51M 0.21%
104,670
-15,858
99
$2.47M 0.21%
54,427
+38,058
100
$2.45M 0.21%
44,773
-4,022
2 3
4
5 6