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
201
$1.05M 0.07%
13,421
+493
202
$1.04M 0.07%
43,981
-9,328
203
$1.04M 0.07%
31,904
+4,688
204
$1.03M 0.07%
14,031
+650
205
$1.02M 0.07%
16,472
+1,871
206
$1.02M 0.07%
11,699
-1,215
207
$1.02M 0.07%
10,945
+1,511
208
$1.01M 0.07%
46,015
-5,510
209
$1M 0.07%
13,945
-4,079
210
$997K 0.07%
112,070
-610
211
$997K 0.07%
9,930
-1,095
212
$989K 0.07%
12,139
-1,725
213
$987K 0.07%
8,763
-620,373
214
$984K 0.07%
27,013
+8,676
215
$967K 0.07%
19,827
+5,506
216
$965K 0.07%
17,949
+1,895
217
$963K 0.07%
21,876
+3,624
218
$957K 0.07%
766
+15
219
$957K 0.07%
14,582
+560
220
$952K 0.06%
17,649
+6,265
221
$946K 0.06%
10,231
-1,972
222
$941K 0.06%
8,880
+2,028
223
$938K 0.06%
11,567
-453
224
$932K 0.06%
3,210
-111
225
$927K 0.06%
15,895
-12,734
7 8
9
10 11