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
101
$1.7M 0.12%
7,015
+1,276
102
$1.7M 0.12%
60,278
+7,528
103
$1.69M 0.12%
25,858
+4,176
104
$1.69M 0.11%
50,709
+1,518
105
$1.67M 0.11%
16,399
+3,277
106
$1.66M 0.11%
33,000
-112
107
$1.66M 0.11%
16,136
-2,714
108
$1.62M 0.11%
55,592
+6,124
109
$1.62M 0.11%
34,099
-5,287
110
$1.61M 0.11%
20,977
+2,587
111
$1.61M 0.11%
43,462
-1,420
112
$1.61M 0.11%
16,222
+4,963
113
$1.59M 0.11%
4,555
+197
114
$1.56M 0.11%
29,789
-68,951
115
$1.56M 0.11%
13,002
-2,888
116
$1.55M 0.11%
61,364
+6,700
117
$1.54M 0.1%
38,087
+1,658
118
$1.54M 0.1%
53,902
-11,757
119
$1.5M 0.1%
20,187
+1,113
120
$1.5M 0.1%
10,249
+368
121
$1.5M 0.1%
41,800
+3,660
122
$1.48M 0.1%
42,880
+2,440
123
$1.48M 0.1%
45,161
+7,316
124
$1.47M 0.1%
40,037
-4,212
125
$1.46M 0.1%
49,937
+1,121
3 4
5
6 7