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
176
$1.6M 0.13%
13,686
-809
177
$1.6M 0.13%
18,434
-107
178
$1.59M 0.13%
145,270
+21,501
179
$1.58M 0.13%
18,998
-3,010
180
$1.57M 0.13%
29,034
-1,688
181
$1.52M 0.12%
84,039
-35,067
182
$1.52M 0.12%
9,607
-11,264
183
$1.48M 0.12%
14,650
+5,716
184
$1.47M 0.12%
26,150
+3,052
185
$1.46M 0.12%
40,243
-20,524
186
$1.45M 0.12%
12,136
-6,963
187
$1.44M 0.12%
16,971
-35,542
188
$1.42M 0.11%
23,747
-54,725
189
$1.42M 0.11%
34,559
-3,050
190
$1.39M 0.11%
13,271
+524
191
$1.38M 0.11%
132,405
+19,199
192
$1.36M 0.11%
8,162
-9,436
193
$1.36M 0.11%
66,146
-10,586
194
$1.35M 0.11%
15,318
+6,475
195
$1.31M 0.11%
62,997
+11,894
196
$1.31M 0.1%
90,873
+54,330
197
$1.3M 0.1%
197,080
+12,077
198
$1.29M 0.1%
21,344
-7,710
199
$1.29M 0.1%
25,863
+5,124
200
$1.27M 0.1%
31,404
-4,367
6 7
8
9 10