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
201
$1.26M 0.1%
2,781
-956
202
$1.25M 0.1%
8,243
+2,478
203
$1.24M 0.1%
22,693
-11,681
204
$1.23M 0.1%
17,311
-3,847
205
$1.21M 0.1%
24,047
+4,576
206
$1.2M 0.1%
22,880
-6,908
207
$1.18M 0.09%
76,405
-5,387
208
$1.18M 0.09%
30,288
-6,908
209
$1.14M 0.09%
26,718
-11,203
210
$1.13M 0.09%
9,624
-9,888
211
$1.13M 0.09%
566,880
-25,149
212
$1.11M 0.09%
11,284
-2,443
213
$1.1M 0.09%
102,274
-4,388
214
$1.1M 0.09%
9,230
+1,961
215
$1.09M 0.09%
88,002
-97,416
216
$1.09M 0.09%
3,048
-1,398
217
$1.09M 0.09%
31,479
-10,817
218
$1.08M 0.09%
12,242
+6,859
219
$1.08M 0.09%
32,620
+984
220
$1.08M 0.09%
+50,155
221
$1.08M 0.09%
19,979
-22,158
222
$1.07M 0.09%
22,107
+3,765
223
$1.06M 0.09%
13,068
+3,866
224
$1.06M 0.09%
13,161
-21,419
225
$1.05M 0.08%
22,795
-10,905
7 8
9
10 11