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
276
$844K 0.05%
18,824
-1,608
277
$844K 0.05%
6,031
-2,220
278
$841K 0.05%
12,272
-160
279
$833K 0.05%
10,556
+2,224
280
$826K 0.05%
10,847
-909
281
$825K 0.05%
15,298
+5,404
282
$825K 0.05%
18,642
+2,656
283
$825K 0.05%
34,317
+11,088
284
$825K 0.05%
39,613
+10,137
285
$824K 0.05%
33,902
+15,152
286
$822K 0.05%
7,172
+288
287
$814K 0.05%
8,242
+2,166
288
$812K 0.05%
8,309
-519
289
$808K 0.05%
1,894
-2
290
$808K 0.05%
20,614
-3,192
291
$807K 0.05%
24,631
+832
292
$806K 0.05%
49,772
-2,319
293
$805K 0.05%
12,596
+4,831
294
$802K 0.05%
99,041
+13,466
295
$801K 0.05%
8,708
-1,523
296
$798K 0.05%
15,551
+2,792
297
$791K 0.05%
11,750
+4,668
298
$790K 0.05%
12,654
+114
299
$790K 0.05%
4,273
+650
300
$788K 0.05%
27,825
+228
10 11
12
13 14