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
251
$911K 0.06%
37,036
+1,255
252
$911K 0.06%
10,943
+1,529
253
$908K 0.06%
7,084
-1,013
254
$905K 0.06%
13,359
+2,033
255
$904K 0.06%
27,516
+7,249
256
$904K 0.06%
9,434
+337
257
$900K 0.06%
6,640
+2,474
258
$898K 0.06%
113,764
-41,026
259
$892K 0.06%
12,603
+1,761
260
$886K 0.06%
18,714
+174
261
$886K 0.06%
17,531
-769
262
$885K 0.06%
30,945
+1,181
263
$885K 0.06%
20,115
+624
264
$882K 0.06%
18,016
-1,811
265
$880K 0.06%
23,276
+7,838
266
$876K 0.06%
11,717
+95
267
$875K 0.06%
35,117
+1,966
268
$873K 0.06%
13,799
+5,684
269
$873K 0.06%
10,738
+1,536
270
$863K 0.06%
16,006
+754
271
$860K 0.06%
54,956
-11,007
272
$853K 0.05%
14,023
+6,341
273
$847K 0.05%
6,802
+1,069
274
$846K 0.05%
64,698
-8
275
$845K 0.05%
12,744
+700
9 10
11
12 13