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
151
$1.69M 0.13%
31,363
+22,464
152
$1.68M 0.13%
6,300
-886
153
$1.67M 0.13%
53,475
-2,169
154
$1.67M 0.13%
60,646
+18,286
155
$1.67M 0.13%
14,640
+694
156
$1.67M 0.13%
13,459
-1,003
157
$1.67M 0.13%
24,241
-1,017
158
$1.66M 0.13%
13,154
-418
159
$1.66M 0.13%
11,935
-1,362
160
$1.64M 0.13%
24,844
+16,326
161
$1.63M 0.13%
19,512
-10,144
162
$1.62M 0.13%
31,823
-2,969
163
$1.6M 0.12%
23,356
+5,372
164
$1.58M 0.12%
52,940
+3,814
165
$1.58M 0.12%
45,010
-2,951
166
$1.58M 0.12%
35,771
-9,220
167
$1.57M 0.12%
20,428
-2,531
168
$1.57M 0.12%
52,308
-4,588
169
$1.55M 0.12%
75,770
+16,650
170
$1.55M 0.12%
11,052
-5,388
171
$1.54M 0.12%
29,035
-3,279
172
$1.54M 0.12%
30,964
-3,926
173
$1.52M 0.12%
147,538
-39,688
174
$1.5M 0.12%
34,374
-1,039
175
$1.5M 0.12%
11,555
-640
5 6
7
8 9