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
126
$2.17M 0.17%
13,850
-2,355
127
$2.16M 0.17%
25,909
-42,855
128
$2.16M 0.17%
+48,724
129
$2.16M 0.17%
41,022
+537
130
$2.15M 0.17%
71,879
+57,656
131
$2.12M 0.17%
26,123
+4,320
132
$2.12M 0.17%
39,426
+7,644
133
$2.12M 0.17%
16,413
+1,773
134
$2.11M 0.17%
+76,457
135
$2.11M 0.17%
19,872
-14,446
136
$2.1M 0.17%
+53,560
137
$2.09M 0.17%
55,631
+21,955
138
$2.05M 0.16%
5,998
-302
139
$2.04M 0.16%
15,365
+2,970
140
$2.03M 0.16%
56,130
+27,385
141
$2.02M 0.16%
12,188
+633
142
$2M 0.16%
58,370
+13,484
143
$2M 0.16%
38,594
+24,458
144
$1.99M 0.16%
+47,682
145
$1.98M 0.16%
8,391
-1,918
146
$1.98M 0.16%
43,752
+13,772
147
$1.95M 0.16%
33,045
-39,207
148
$1.93M 0.15%
74,087
-27,355
149
$1.91M 0.15%
10,963
+1,610
150
$1.89M 0.15%
13,219
-240
4 5
6
7 8