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
126
$1.46M 0.1%
16,407
-2,871
127
$1.41M 0.1%
10,343
+454
128
$1.41M 0.1%
35,605
+1,699
129
$1.41M 0.1%
26,121
+1,296
130
$1.4M 0.1%
35,700
+2,214
131
$1.4M 0.1%
90,080
-1,980
132
$1.4M 0.1%
12,988
+741
133
$1.38M 0.09%
154,790
-3,752
134
$1.38M 0.09%
38,156
+30,490
135
$1.38M 0.09%
22,209
+4,628
136
$1.38M 0.09%
12,283
+640
137
$1.36M 0.09%
62,446
+3,923
138
$1.35M 0.09%
228,350
+9,794
139
$1.35M 0.09%
11,944
-116
140
$1.35M 0.09%
17,086
+898
141
$1.35M 0.09%
11,552
+1,216
142
$1.35M 0.09%
11,803
+244
143
$1.33M 0.09%
576,160
-121,963
144
$1.33M 0.09%
20,663
-189
145
$1.33M 0.09%
20,883
+3,435
146
$1.33M 0.09%
28,578
-2,012
147
$1.32M 0.09%
28,594
-2,774
148
$1.32M 0.09%
28,330
+3,203
149
$1.32M 0.09%
29,184
-1,015
150
$1.32M 0.09%
7,349
-42,159
4 5
6
7 8