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
101
$2.45M 0.21%
66,453
-3,776
102
$2.45M 0.21%
13,371
+1,183
103
$2.44M 0.2%
59,259
+2,472
104
$2.44M 0.2%
96,243
-29,782
105
$2.41M 0.2%
18,296
+1,409
106
$2.41M 0.2%
58,551
-2,922
107
$2.38M 0.2%
43,334
+23,982
108
$2.34M 0.2%
20,427
+555
109
$2.34M 0.2%
84,028
-6,891
110
$2.33M 0.2%
39,326
-2,585
111
$2.33M 0.19%
200,193
-15,297
112
$2.32M 0.19%
17,732
-1,005
113
$2.27M 0.19%
26,148
+20,446
114
$2.25M 0.19%
20,514
-1,500
115
$2.22M 0.19%
12,086
-707
116
$2.19M 0.18%
38,416
-1,010
117
$2.17M 0.18%
40,023
-999
118
$2.16M 0.18%
14,562
+835
119
$2.16M 0.18%
56,779
-1,591
120
$2.14M 0.18%
5,835
-163
121
$2.12M 0.18%
27,126
+3,379
122
$2.11M 0.18%
25,799
-324
123
$2.11M 0.18%
5,797
+86
124
$2.08M 0.17%
14,231
-1,134
125
$2.06M 0.17%
37,784
-5,484
3 4
5
6 7