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
201
$1.37M 0.11%
+16,839
202
$1.36M 0.11%
63,261
+10,354
203
$1.35M 0.11%
12,395
-1,661
204
$1.34M 0.1%
80,011
-26,783
205
$1.33M 0.1%
17,924
-5,538
206
$1.33M 0.1%
13,399
-853
207
$1.33M 0.1%
57,379
+10,194
208
$1.32M 0.1%
14,495
-4,777
209
$1.32M 0.1%
38,611
-159
210
$1.31M 0.1%
15,706
-19
211
$1.3M 0.1%
+38,444
212
$1.3M 0.1%
+11,467
213
$1.3M 0.1%
34,058
+27,591
214
$1.3M 0.1%
39,593
-18,829
215
$1.29M 0.1%
21,158
-591
216
$1.29M 0.1%
22,896
-3,589
217
$1.28M 0.1%
37,196
-7,793
218
$1.27M 0.1%
185,003
+1,958
219
$1.27M 0.1%
76,732
-14,968
220
$1.25M 0.1%
48,122
+24,384
221
$1.25M 0.1%
25,780
-2,835
222
$1.24M 0.1%
17,905
-7,742
223
$1.24M 0.1%
13,727
-2,023
224
$1.23M 0.1%
44,886
+4,616
225
$1.23M 0.1%
71,853
-8,250
7 8
9
10 11