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
276
$869K 0.05%
12,191
-2,660
277
$868K 0.05%
8,349
+1,625
278
$858K 0.05%
17,651
+2,209
279
$854K 0.05%
19,621
-993
280
$853K 0.05%
469,813
-53,894
281
$851K 0.05%
28,484
-2,040
282
$849K 0.05%
13,584
-251
283
$846K 0.05%
9,233
+209
284
$844K 0.05%
10,232
-4,447
285
$839K 0.05%
8,376
-2,686
286
$836K 0.05%
8,364
+1,630
287
$826K 0.05%
34,081
+3,136
288
$825K 0.05%
17,049
+8,265
289
$824K 0.05%
19,130
+3,065
290
$824K 0.05%
36,527
+15,013
291
$822K 0.05%
13,812
+36
292
$820K 0.05%
23,845
-5,754
293
$819K 0.05%
14,750
+2,693
294
$815K 0.05%
33,577
+6,990
295
$814K 0.05%
38,656
+21,660
296
$813K 0.05%
6,905
+1,980
297
$811K 0.05%
5,195
+922
298
$809K 0.05%
+9,485
299
$805K 0.05%
18,169
+3,082
300
$804K 0.05%
19,400
+2,416
10 11
12
13 14