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
326
$733K 0.05%
14,104
+1,090
327
$727K 0.05%
4,149
-79
328
$727K 0.05%
9,262
-2,491
329
$724K 0.05%
28,152
+1,319
330
$719K 0.05%
16,984
+2,546
331
$716K 0.05%
27,701
-490
332
$707K 0.05%
8,832
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333
$706K 0.05%
20,442
+1,293
334
$706K 0.05%
14,844
+6,290
335
$701K 0.04%
5,183
-162
336
$700K 0.04%
6,438
-2,442
337
$696K 0.04%
20,026
+366
338
$693K 0.04%
26,054
-724
339
$689K 0.04%
8,735
+1,847
340
$687K 0.04%
16,164
-2,487
341
$684K 0.04%
167,710
-29,696
342
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343
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6,436
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344
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5,424
-1,472
345
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4,985
+1,021
346
$673K 0.04%
7,519
+1,109
347
$672K 0.04%
26,808
+516
348
$669K 0.04%
30,512
+1,528
349
$666K 0.04%
21,909
+4,717
350
$665K 0.04%
20,401
-342
12 13
14
15 16