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
126
$2.06M 0.17%
41,556
-41,028
127
$2.02M 0.17%
38,546
+4,957
128
$2.01M 0.17%
35,258
+2,213
129
$2M 0.17%
23,331
-1,385
130
$1.99M 0.17%
41,609
-1,396
131
$1.99M 0.17%
10,953
+1,475
132
$1.98M 0.17%
22,855
-3,054
133
$1.98M 0.17%
869,853
-111,736
134
$1.96M 0.16%
8,361
-30
135
$1.95M 0.16%
65,063
-6,816
136
$1.94M 0.16%
40,162
-3,179
137
$1.92M 0.16%
6,146
-431
138
$1.88M 0.16%
166,313
+33,908
139
$1.88M 0.16%
66,748
-2,587
140
$1.87M 0.16%
36,002
-1,107
141
$1.86M 0.16%
23,276
+1,607
142
$1.83M 0.15%
24,073
-31,794
143
$1.83M 0.15%
34,664
-9,088
144
$1.8M 0.15%
60,121
+2,854
145
$1.78M 0.15%
12,477
-742
146
$1.76M 0.15%
11,744
-364
147
$1.74M 0.15%
89,125
-1,748
148
$1.7M 0.14%
18,722
-276
149
$1.69M 0.14%
28,816
+12,308
150
$1.67M 0.14%
73,744
-343
4 5
6
7 8