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
176
$1.39M 0.12%
26,485
+622
177
$1.39M 0.12%
82,648
-1,391
178
$1.38M 0.12%
13,134
-137
179
$1.38M 0.12%
2,844
+63
180
$1.38M 0.12%
+32,666
181
$1.36M 0.11%
16,029
+5,839
182
$1.33M 0.11%
24,342
+4,363
183
$1.32M 0.11%
42,528
-1,227
184
$1.32M 0.11%
15,393
-1,578
185
$1.3M 0.11%
64,248
-1,898
186
$1.28M 0.11%
10,872
-1,264
187
$1.27M 0.11%
9,528
+298
188
$1.24M 0.1%
60,930
-2,067
189
$1.24M 0.1%
11,478
+194
190
$1.23M 0.1%
31,445
-3,114
191
$1.22M 0.1%
5,846
+1,507
192
$1.2M 0.1%
29,537
-1,867
193
$1.18M 0.1%
46,050
-10,080
194
$1.18M 0.1%
543,706
-23,174
195
$1.17M 0.1%
166,143
-30,937
196
$1.16M 0.1%
10,503
-2,843
197
$1.16M 0.1%
32,345
-7,898
198
$1.15M 0.1%
+101,651
199
$1.11M 0.09%
73,096
-1,749
200
$1.11M 0.09%
25,079
+1,032
6 7
8
9 10