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
301
$781K 0.05%
6,860
-934
302
$780K 0.05%
6,724
+1,611
303
$780K 0.05%
11,045
+1,331
304
$779K 0.05%
+11,027
305
$778K 0.05%
34,250
+391
306
$776K 0.05%
9,664
-418
307
$774K 0.05%
16,065
+5,235
308
$770K 0.05%
17,952
-1,086
309
$769K 0.05%
74,124
-14,371
310
$766K 0.05%
+10,215
311
$761K 0.05%
7,306
-2,624
312
$758K 0.05%
8,297
+2,488
313
$756K 0.05%
+33,561
314
$755K 0.05%
+42,279
315
$746K 0.05%
14,143
+291
316
$745K 0.05%
88,000
-150
317
$744K 0.05%
11,184
-1,354
318
$744K 0.05%
8,301
-1,956
319
$742K 0.05%
17,800
+1,673
320
$742K 0.05%
14,786
-2,433
321
$741K 0.05%
9,245
+2,595
322
$739K 0.05%
13,776
+154
323
$738K 0.05%
15,442
+2,281
324
$737K 0.05%
9,125
+1,277
325
$736K 0.05%
34,552
+7,266
11 12
13
14 15