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
126
$1.94M 0.15%
44,171
-1,281
127
$1.92M 0.15%
6,688
-2,453
128
$1.91M 0.15%
20,813
-394
129
$1.9M 0.15%
12,088
-2,145
130
$1.89M 0.15%
14,062
+6,980
131
$1.89M 0.15%
185,418
-213,422
132
$1.88M 0.15%
55,980
-31,720
133
$1.88M 0.15%
6,422
-116
134
$1.88M 0.15%
+116,813
135
$1.87M 0.15%
35,072
+12,169
136
$1.86M 0.14%
40,485
-4,617
137
$1.83M 0.14%
26,907
-16,101
138
$1.83M 0.14%
56,080
-1,414
139
$1.82M 0.14%
53,116
-12,087
140
$1.81M 0.14%
18,634
-1,396
141
$1.78M 0.14%
13,510
+405
142
$1.78M 0.14%
37,154
+14,094
143
$1.77M 0.14%
35,845
+10,537
144
$1.74M 0.14%
31,213
-4,373
145
$1.72M 0.13%
119,106
-16,107
146
$1.71M 0.13%
19,099
-2,978
147
$1.7M 0.13%
130,196
+116,384
148
$1.7M 0.13%
23,316
+7,535
149
$1.7M 0.13%
60,767
-19,491
150
$1.7M 0.13%
+59,119
4 5
6
7 8