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
151
$1.64M 0.14%
26,285
+10,652
152
$1.62M 0.14%
20,098
-794
153
$1.61M 0.14%
12,742
-944
154
$1.61M 0.13%
18,033
-401
155
$1.59M 0.13%
173,189
-6,565
156
$1.58M 0.13%
9,231
-376
157
$1.57M 0.13%
90,681
+4,706
158
$1.56M 0.13%
9,224
+1,062
159
$1.55M 0.13%
42,275
-1,868
160
$1.53M 0.13%
51,024
+21,666
161
$1.52M 0.13%
26,566
-2,706
162
$1.52M 0.13%
27,234
-1,800
163
$1.5M 0.13%
13,449
-1,201
164
$1.49M 0.12%
15,265
-53
165
$1.48M 0.12%
38,321
-760
166
$1.48M 0.12%
23,262
+124
167
$1.48M 0.12%
22,072
+4,761
168
$1.47M 0.12%
42,063
-5,619
169
$1.46M 0.12%
141,029
-4,241
170
$1.45M 0.12%
101,432
-51,932
171
$1.45M 0.12%
33,240
+27,214
172
$1.44M 0.12%
23,421
-4,122
173
$1.43M 0.12%
30,197
+8,090
174
$1.42M 0.12%
+26,891
175
$1.39M 0.12%
59,210
-18,817
5 6
7
8 9