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
101
$2.28M 0.18%
12,258
+534
102
$2.28M 0.18%
10,171
-2,872
103
$2.26M 0.18%
78,472
-1,479
104
$2.25M 0.18%
13,580
-387
105
$2.25M 0.17%
62,577
-6,899
106
$2.22M 0.17%
250,626
+1,338
107
$2.21M 0.17%
15,671
-1,174
108
$2.19M 0.17%
26,272
-1,869
109
$2.17M 0.17%
45,904
+3,497
110
$2.17M 0.17%
43,697
-5,645
111
$2.17M 0.17%
48,600
-4,454
112
$2.16M 0.17%
23,493
-9,361
113
$2.15M 0.17%
43,926
-2,443
114
$2.15M 0.17%
19,435
-4,313
115
$2.14M 0.17%
25,161
-1,868
116
$2.1M 0.16%
38,834
+2,668
117
$2.07M 0.16%
21,738
-3,402
118
$2.07M 0.16%
16,006
-3,301
119
$2.05M 0.16%
38,635
+25,080
120
$2.03M 0.16%
19,065
+180
121
$1.98M 0.15%
26,400
-32,660
122
$1.95M 0.15%
1,090,301
-711,076
123
$1.95M 0.15%
82,490
-28,308
124
$1.94M 0.15%
77,675
+29,591
125
$1.94M 0.15%
19,773
+6,044
3 4
5
6 7