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
151
$1.88M 0.15%
21,858
+1,430
152
$1.86M 0.15%
981,589
-108,712
153
$1.81M 0.15%
78,027
-92,579
154
$1.8M 0.14%
13,727
+3,398
155
$1.78M 0.14%
33,589
-14,941
156
$1.76M 0.14%
27,543
-19,068
157
$1.75M 0.14%
6,153
+3,041
158
$1.73M 0.14%
13,346
+4,011
159
$1.73M 0.14%
37,109
+7,599
160
$1.73M 0.14%
15,745
+7,810
161
$1.72M 0.14%
21,669
-1,647
162
$1.71M 0.14%
5,711
-3,086
163
$1.7M 0.14%
57,267
+4,327
164
$1.7M 0.14%
12,216
-938
165
$1.68M 0.14%
44,143
-867
166
$1.68M 0.14%
43,755
+19,022
167
$1.68M 0.13%
+36,636
168
$1.68M 0.13%
23,138
+5,110
169
$1.68M 0.13%
+14,716
170
$1.66M 0.13%
20,892
+4,087
171
$1.66M 0.13%
12,108
+3,076
172
$1.65M 0.13%
+29,272
173
$1.63M 0.13%
85,975
+27,759
174
$1.61M 0.13%
39,081
-61,312
175
$1.6M 0.13%
9,478
+2,344
5 6
7
8 9