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
151
$1.31M 0.09%
12,879
+2,413
152
$1.31M 0.09%
24,056
+6
153
$1.3M 0.09%
33,420
+2,990
154
$1.3M 0.09%
118,112
+76,517
155
$1.29M 0.09%
13,357
+2,770
156
$1.29M 0.09%
44,962
+7,693
157
$1.29M 0.09%
23,461
+4,842
158
$1.28M 0.09%
12,595
+1,331
159
$1.28M 0.09%
47,213
+1,881
160
$1.28M 0.09%
38,182
+5,136
161
$1.27M 0.09%
124,475
-23,775
162
$1.27M 0.09%
53,021
+11,029
163
$1.26M 0.09%
14,094
+1,861
164
$1.26M 0.09%
25,813
-5,030
165
$1.23M 0.08%
26,294
+4,241
166
$1.23M 0.08%
94,774
+5,600
167
$1.23M 0.08%
16,162
-8
168
$1.22M 0.08%
25,958
+1,012
169
$1.2M 0.08%
+34,402
170
$1.2M 0.08%
14,176
-3,644
171
$1.19M 0.08%
21,410
+4,071
172
$1.19M 0.08%
141,760
+47,610
173
$1.17M 0.08%
45,259
+12,263
174
$1.17M 0.08%
49,884
+1,389
175
$1.17M 0.08%
8,251
+195
5 6
7
8 9