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
251
$930K 0.06%
12,347
+1,302
252
$923K 0.06%
7,744
+942
253
$920K 0.06%
7,519
-1,919
254
$920K 0.06%
30,679
+2,527
255
$917K 0.06%
97,644
-60,862
256
$915K 0.06%
10,689
+1,954
257
$914K 0.06%
25,760
+8,966
258
$908K 0.06%
18,311
-5,642
259
$904K 0.06%
12,208
+3,192
260
$902K 0.06%
6,764
+2,788
261
$902K 0.06%
27,717
-108
262
$898K 0.06%
10,385
+2,088
263
$897K 0.06%
9,765
-1,505
264
$896K 0.06%
21,958
+3,410
265
$894K 0.06%
+30,378
266
$886K 0.06%
8,030
-3,593
267
$884K 0.06%
12,632
-22
268
$884K 0.06%
6,903
+263
269
$882K 0.06%
11,279
+2,154
270
$881K 0.06%
13,759
+1,015
271
$879K 0.06%
35,472
+355
272
$878K 0.06%
29,193
+4,562
273
$877K 0.06%
12,314
+34
274
$872K 0.05%
16,091
-4,836
275
$872K 0.05%
17,956
-60
9 10
11
12 13