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
201
$327K 0.09%
3,734
-208
202
$323K 0.09%
14,545
+1,095
203
$321K 0.09%
+9,680
204
$319K 0.09%
13,776
-12
205
$318K 0.09%
173
+1
206
$317K 0.09%
+6,923
207
$316K 0.09%
4,979
+1,028
208
$316K 0.09%
7,043
-405
209
$316K 0.09%
7,671
-224
210
$316K 0.09%
7,975
-337
211
$315K 0.09%
8,608
-488
212
$315K 0.09%
+6,541
213
$314K 0.09%
27,602
-3,672
214
$313K 0.09%
24,442
+11,553
215
$310K 0.09%
4,636
-196
216
$310K 0.09%
2,922
+13
217
$310K 0.09%
5,486
+492
218
$309K 0.09%
18,339
-3,298
219
$309K 0.09%
5,165
-277
220
$309K 0.09%
4,577
+839
221
$308K 0.09%
+10,771
222
$301K 0.09%
+30,240
223
$296K 0.08%
+2,295
224
$296K 0.08%
+6,910
225
$295K 0.08%
4,279
+1,057
7 8
9
10 11