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
$1.59B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$46M
3
+$34.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.1M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.67M

Top Sells

1
+$226M
2
+$28.4M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$14.1M

Sector Composition

1 Healthcare 6.78%
2 Technology 5.63%
3 Industrials 4.04%
4 Financials 3.09%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.06%
+19,284
227
$1.01M 0.06%
12,840
-2,468
228
$998K 0.06%
27,906
-6,005
229
$989K 0.06%
18,465
+1,185
230
$988K 0.06%
44,722
-10,234
231
$988K 0.06%
25,273
+4,831
232
$987K 0.06%
8,607
+3,044
233
$983K 0.06%
7,892
-2,184
234
$978K 0.06%
9,342
+1,033
235
$975K 0.06%
13,000
+728
236
$968K 0.06%
16,512
-14,224
237
$967K 0.06%
11,363
-2,990
238
$967K 0.06%
37,610
-9,063
239
$960K 0.06%
15,777
+6,418
240
$960K 0.06%
31,684
-6,643
241
$952K 0.06%
105,160
-5,445
242
$950K 0.06%
14,056
+257
243
$947K 0.06%
12,199
+3,367
244
$943K 0.06%
19,877
-697
245
$943K 0.06%
+37,539
246
$941K 0.06%
6,588
+627
247
$940K 0.06%
+64,440
248
$939K 0.06%
12,169
+1,613
249
$938K 0.06%
38,148
+1,112
250
$938K 0.06%
+37,701
8 9
10
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