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
176
$1.16M 0.08%
19,469
+9,146
177
$1.16M 0.08%
15,057
+684
178
$1.15M 0.08%
33,136
+1,397
179
$1.14M 0.08%
9,043
+4,378
180
$1.14M 0.08%
10,009
+2,743
181
$1.14M 0.08%
18,914
+107
182
$1.14M 0.08%
9,727
+400
183
$1.13M 0.08%
57,805
+17,749
184
$1.13M 0.08%
4,887
-6,757
185
$1.12M 0.08%
9,200
+400
186
$1.12M 0.08%
15,252
-3,168
187
$1.12M 0.08%
10,849
+1,199
188
$1.11M 0.08%
39,232
-9,484
189
$1.1M 0.08%
17,642
+3,676
190
$1.1M 0.08%
4,444
+132
191
$1.1M 0.07%
7,585
+3,489
192
$1.1M 0.07%
11,202
+1,352
193
$1.09M 0.07%
19,562
+169
194
$1.09M 0.07%
347,925
+22,133
195
$1.07M 0.07%
39,628
+9,180
196
$1.06M 0.07%
12,230
+199
197
$1.06M 0.07%
99,784
+4,130
198
$1.06M 0.07%
16,921
+5,488
199
$1.06M 0.07%
6,351
+42
200
$1.06M 0.07%
9,176
+67
6 7
8
9 10