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
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.65M

Top Sells

1
+$66.4M
2
+$65.8M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.86%
3 Industrials 3.36%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.06%
17,280
-669
227
$1.01M 0.06%
+13,499
228
$1M 0.06%
38,327
-5,654
229
$1M 0.06%
8,551
-23
230
$1M 0.06%
7,770
+2,065
231
$997K 0.06%
14,367
+3,792
232
$994K 0.06%
7,910
-1,133
233
$994K 0.06%
21,090
+3,441
234
$992K 0.06%
26,994
+11,761
235
$989K 0.06%
40,573
+24,583
236
$977K 0.06%
13,835
+2,010
237
$972K 0.06%
6,187
+1,167
238
$961K 0.06%
20,927
-949
239
$954K 0.06%
11,270
+83
240
$953K 0.06%
523,707
-52,453
241
$952K 0.06%
16,747
+631
242
$951K 0.06%
13,486
-2,676
243
$950K 0.06%
14,851
-7,358
244
$941K 0.06%
24,124
+14,272
245
$939K 0.06%
11,548
-19
246
$933K 0.06%
30,524
-1,380
247
$928K 0.06%
21,718
+10,429
248
$920K 0.06%
16,152
-7,309
249
$919K 0.06%
60,708
+6,201
250
$913K 0.06%
9,024
+127
8 9
10
11 12