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
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.2M
3
+$8.33M
4
BND icon
Vanguard Total Bond Market
BND
+$5.79M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.85M

Top Sells

1
+$15.5M
2
+$9.05M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.59M
5
MBB icon
iShares MBS ETF
MBB
+$2.4M

Sector Composition

1 Technology 3.67%
2 Industrials 2.91%
3 Healthcare 2.07%
4 Energy 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.14%
6,465
-5,284
127
$483K 0.14%
10,028
-590
128
$480K 0.14%
68,032
+8,940
129
$474K 0.14%
19,206
+714
130
$472K 0.13%
6,247
+658
131
$470K 0.13%
5,467
+595
132
$468K 0.13%
12,591
+18
133
$466K 0.13%
+5,322
134
$465K 0.13%
9,108
+218
135
$463K 0.13%
8,228
+1,948
136
$462K 0.13%
27,156
+214
137
$457K 0.13%
18,126
+9,931
138
$456K 0.13%
15,672
+6,637
139
$454K 0.13%
11,144
+1,224
140
$451K 0.13%
5,431
-506
141
$443K 0.13%
9,022
+338
142
$432K 0.12%
4,885
-1,108
143
$428K 0.12%
49,950
-350
144
$423K 0.12%
6,723
+1,581
145
$420K 0.12%
+15,239
146
$419K 0.12%
28,777
-1,580
147
$412K 0.12%
9,029
-28,747
148
$411K 0.12%
11,820
+956
149
$409K 0.12%
31,954
-1,558
150
$407K 0.12%
5,115
+124
4 5
6
7 8