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
201
$1.11M 0.09%
73,993
-2,412
202
$1.1M 0.09%
14,405
+1,761
203
$1.09M 0.09%
15,758
-511
204
$1.08M 0.09%
95,402
-6,872
205
$1.08M 0.09%
31,737
+258
206
$1.08M 0.09%
28,385
-1,903
207
$1.07M 0.09%
2,925
-123
208
$1.07M 0.09%
+18,066
209
$1.06M 0.09%
32,045
-575
210
$1.06M 0.09%
7,261
-72
211
$1.06M 0.09%
21,268
-1,612
212
$1.06M 0.09%
15,465
+4,052
213
$1.05M 0.09%
+18,089
214
$1.04M 0.09%
27,135
-776
215
$1.04M 0.09%
4,214
+2,518
216
$1.03M 0.09%
14,510
-294
217
$1.03M 0.09%
3,269
-268
218
$1.02M 0.09%
12,944
+702
219
$1.01M 0.08%
5,874
-236
220
$999K 0.08%
15,560
-7,133
221
$999K 0.08%
29,223
+4,493
222
$998K 0.08%
22,227
-258
223
$996K 0.08%
19,905
-6,245
224
$986K 0.08%
12,034
-1,034
225
$982K 0.08%
7,656
-392
7 8
9
10 11