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
$1.96B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$48.9M
3
+$23.1M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$17.1M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$16.7M

Top Sells

1
+$205M
2
+$39.8M
3
+$25.2M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$15.8M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$15.5M

Sector Composition

1 Healthcare 7.39%
2 Technology 7.37%
3 Industrials 5.17%
4 Financials 4.15%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49M 0.08%
19,927
-5,664
227
$1.48M 0.08%
6,968
+208
228
$1.48M 0.08%
25,259
+2,590
229
$1.47M 0.08%
35,819
+14,435
230
$1.47M 0.07%
15,511
+87
231
$1.46M 0.07%
43,462
+4,954
232
$1.46M 0.07%
12,778
+1,126
233
$1.45M 0.07%
+175,799
234
$1.44M 0.07%
58,741
+3,584
235
$1.44M 0.07%
13,683
-761
236
$1.43M 0.07%
53,397
+1,664
237
$1.43M 0.07%
27,066
+373
238
$1.42M 0.07%
20,336
-273
239
$1.42M 0.07%
18,791
-3,408
240
$1.41M 0.07%
105,420
-2,986
241
$1.41M 0.07%
25,992
+8,152
242
$1.41M 0.07%
16,527
-1,770
243
$1.41M 0.07%
27,489
+1,312
244
$1.4M 0.07%
27,724
+1,344
245
$1.4M 0.07%
26,087
+916
246
$1.39M 0.07%
47,770
+5,244
247
$1.38M 0.07%
30,108
+122
248
$1.38M 0.07%
57,135
+1,050
249
$1.38M 0.07%
14,487
+1,261
250
$1.37M 0.07%
17,082
+3,199
8 9
10
11 12