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
$351M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16.2M
3
+$8.33M
4
BND icon
Vanguard Total Bond Market
BND
+$5.79M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.85M

Top Sells

1
+$15.5M
2
+$9.05M
3
+$6.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.59M
5
MBB icon
iShares MBS ETF
MBB
+$2.4M

Sector Composition

1 Technology 3.67%
2 Industrials 2.91%
3 Healthcare 2.07%
4 Energy 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$353K 0.1%
51,313
+14,408
177
$353K 0.1%
9,692
+426
178
$352K 0.1%
8,044
-616
179
$350K 0.1%
+6,969
180
$349K 0.1%
3,025
-29
181
$348K 0.1%
3,501
+102
182
$347K 0.1%
5,289
+978
183
$346K 0.1%
17,272
-2,196
184
$344K 0.1%
10,536
-13,138
185
$341K 0.1%
+13,488
186
$340K 0.1%
14,214
+1,548
187
$339K 0.1%
2,885
-25
188
$339K 0.1%
60,801
+18,060
189
$338K 0.1%
5,027
-2,548
190
$336K 0.1%
13,338
+559
191
$336K 0.1%
8,561
-191
192
$335K 0.1%
44,380
+14,655
193
$334K 0.1%
5,515
-293
194
$333K 0.1%
5,764
+406
195
$332K 0.09%
9,034
+84
196
$331K 0.09%
+171,995
197
$331K 0.09%
24,311
+5,358
198
$330K 0.09%
+6,589
199
$327K 0.09%
4,438
+643
200
$327K 0.09%
+32,733
6 7
8
9 10