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
276
$1.22M 0.06%
24,996
+2,294
277
$1.21M 0.06%
17,380
-89
278
$1.21M 0.06%
7,772
+425
279
$1.21M 0.06%
24,656
+1,875
280
$1.21M 0.06%
50,823
+2,394
281
$1.21M 0.06%
12,066
+14
282
$1.2M 0.06%
8,868
+478
283
$1.19M 0.06%
206,050
+16,000
284
$1.19M 0.06%
5,385
+344
285
$1.19M 0.06%
+37,164
286
$1.18M 0.06%
17,759
+7,590
287
$1.18M 0.06%
17,804
-1,454
288
$1.18M 0.06%
10,312
-1,096
289
$1.18M 0.06%
60,143
+27,707
290
$1.17M 0.06%
19,072
-568
291
$1.17M 0.06%
20,764
+1,835
292
$1.16M 0.06%
30,744
+15,228
293
$1.16M 0.06%
13,600
+431
294
$1.16M 0.06%
3,091
+59
295
$1.16M 0.06%
5,145
+135
296
$1.15M 0.06%
15,026
-740
297
$1.15M 0.06%
+40,011
298
$1.14M 0.06%
+11,896
299
$1.14M 0.06%
32,218
-7,472
300
$1.14M 0.06%
+11,672
10 11
12
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