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
101
$2.52M 0.2%
62,755
-6,025
102
$2.5M 0.2%
215,490
+138,163
103
$2.48M 0.2%
41,518
-2,806
104
$2.47M 0.2%
+15,721
105
$2.45M 0.2%
90,919
+38,033
106
$2.44M 0.2%
69,335
+30,724
107
$2.42M 0.19%
286,335
-201,300
108
$2.36M 0.19%
61,473
+5,393
109
$2.35M 0.19%
12,793
-787
110
$2.33M 0.19%
24,997
-1,275
111
$2.32M 0.19%
10,390
-1,868
112
$2.31M 0.19%
18,772
-663
113
$2.31M 0.19%
43,005
-25,262
114
$2.29M 0.18%
22,014
-1,479
115
$2.29M 0.18%
56,787
-25,195
116
$2.29M 0.18%
332,696
+318,467
117
$2.28M 0.18%
16,887
-10,956
118
$2.28M 0.18%
27,039
-8,832
119
$2.25M 0.18%
29,910
-4,054
120
$2.24M 0.18%
14,347
+837
121
$2.23M 0.18%
41,911
+7,418
122
$2.21M 0.18%
43,268
-68,196
123
$2.2M 0.18%
24,716
-445
124
$2.19M 0.18%
43,341
-3,597
125
$2.17M 0.17%
153,364
-11,886
3 4
5
6 7