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
176
$1.5M 0.12%
37,921
-6,334
177
$1.5M 0.12%
11,796
-9,645
178
$1.49M 0.12%
30,722
-778
179
$1.49M 0.12%
22,008
-4,070
180
$1.49M 0.12%
9,353
-1,736
181
$1.48M 0.12%
+42,296
182
$1.48M 0.11%
123,769
-2,375
183
$1.47M 0.11%
11,775
-2,658
184
$1.46M 0.11%
21,803
-1,455
185
$1.46M 0.11%
27,967
+10,925
186
$1.46M 0.11%
5,842
+1,235
187
$1.44M 0.11%
31,782
-7,956
188
$1.43M 0.11%
3,737
-615
189
$1.43M 0.11%
32,508
-7,335
190
$1.42M 0.11%
29,788
-3,614
191
$1.42M 0.11%
34,493
-7,211
192
$1.42M 0.11%
18,541
+4,756
193
$1.41M 0.11%
422,240
-399,560
194
$1.4M 0.11%
52,886
-9,456
195
$1.4M 0.11%
29,054
-2,851
196
$1.4M 0.11%
26,882
-2,147
197
$1.39M 0.11%
31,233
+1,938
198
$1.39M 0.11%
21,553
+12,105
199
$1.39M 0.11%
37,609
-13,814
200
$1.38M 0.11%
9,748
-272
6 7
8
9 10