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
301
$803K 0.05%
5,582
+158
302
$799K 0.05%
6,049
+1,808
303
$796K 0.05%
27,978
-7,838
304
$796K 0.05%
10,960
-224
305
$795K 0.05%
9,416
+5,000
306
$792K 0.05%
11,543
-4,729
307
$791K 0.05%
94,685
-4,356
308
$788K 0.05%
32,165
+6,111
309
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15,968
+417
310
$783K 0.05%
10,484
-363
311
$780K 0.05%
4,832
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312
$780K 0.05%
28,284
+1,476
313
$779K 0.05%
9,082
+4,853
314
$775K 0.05%
2,249
-929
315
$774K 0.05%
48,195
+4,652
316
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317
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15,286
+1,143
318
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10,794
-2,923
319
$766K 0.05%
5,394
+3,314
320
$764K 0.05%
1,507
-387
321
$763K 0.05%
9,907
+662
322
$760K 0.05%
7,295
-3,959
323
$759K 0.05%
28,681
+25
324
$759K 0.05%
11,342
-375
325
$758K 0.05%
15,567
-1,964
11 12
13
14 15