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
301
$1.13M 0.06%
17,520
+6,042
302
$1.13M 0.06%
20,451
+784
303
$1.13M 0.06%
37,777
-517,650
304
$1.13M 0.06%
4,646
-482
305
$1.13M 0.06%
13,268
-908
306
$1.13M 0.06%
6,533
+2,947
307
$1.12M 0.06%
49,052
+12,529
308
$1.12M 0.06%
5,842
-2,022
309
$1.12M 0.06%
27,927
+2,619
310
$1.12M 0.06%
8,289
+251
311
$1.11M 0.06%
15,845
+45
312
$1.11M 0.06%
15,102
+6,182
313
$1.11M 0.06%
58,430
+880
314
$1.11M 0.06%
44,145
+259
315
$1.11M 0.06%
10,044
-2,264
316
$1.11M 0.06%
135,770
+3,949
317
$1.11M 0.06%
43,739
+266
318
$1.1M 0.06%
44,436
+331
319
$1.09M 0.06%
6,173
+324
320
$1.09M 0.06%
25,508
+4,931
321
$1.09M 0.06%
44,769
+840
322
$1.09M 0.06%
6,410
+3,528
323
$1.08M 0.06%
21,548
-638
324
$1.08M 0.06%
15,561
+5,773
325
$1.08M 0.06%
5,736
+2,618
11 12
13
14 15