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
251
$1.34M 0.07%
10,537
+562
252
$1.34M 0.07%
17,439
+2,483
253
$1.33M 0.07%
25,764
-2,159
254
$1.33M 0.07%
6,558
+132
255
$1.33M 0.07%
64,971
+14,140
256
$1.32M 0.07%
18,082
+3,361
257
$1.31M 0.07%
20,660
-1,826
258
$1.31M 0.07%
22,810
+1,840
259
$1.31M 0.07%
43,183
-709
260
$1.29M 0.07%
19,017
+1,690
261
$1.29M 0.07%
17,764
-1,511
262
$1.28M 0.07%
21,619
-228
263
$1.27M 0.06%
39,888
-203
264
$1.26M 0.06%
18,275
+9,435
265
$1.26M 0.06%
11,886
+1,429
266
$1.26M 0.06%
18,649
+54
267
$1.25M 0.06%
21,118
+2,275
268
$1.25M 0.06%
18,300
+1,409
269
$1.25M 0.06%
148,568
+12,780
270
$1.25M 0.06%
+15,175
271
$1.24M 0.06%
144,783
+117,351
272
$1.23M 0.06%
156,492
+6,953
273
$1.23M 0.06%
29,076
+3,680
274
$1.22M 0.06%
6,026
-2,923
275
$1.22M 0.06%
23,580
-519
9 10
11
12 13