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
326
$754K 0.05%
18,352
-3,366
327
$748K 0.05%
6,924
-34,576
328
$748K 0.05%
11,508
+6,789
329
$745K 0.05%
+23,587
330
$745K 0.05%
21,125
+14,125
331
$742K 0.05%
11,372
-1,231
332
$740K 0.05%
54,989
-45,586
333
$735K 0.05%
19,015
+5,266
334
$734K 0.05%
15,241
-57
335
$732K 0.05%
6,980
-326
336
$732K 0.05%
21,199
-9,290
337
$729K 0.05%
8,918
+1,318
338
$725K 0.05%
+44,125
339
$717K 0.05%
13,630
+2,726
340
$714K 0.04%
14,221
+5,147
341
$713K 0.04%
5,669
+684
342
$711K 0.04%
18,434
+6,550
343
$708K 0.04%
11,910
+1,572
344
$706K 0.04%
6,747
+309
345
$703K 0.04%
12,615
+1,395
346
$702K 0.04%
28,354
+10,693
347
$698K 0.04%
15,744
-420
348
$697K 0.04%
7,910
-2,305
349
$696K 0.04%
55,352
+7,605
350
$694K 0.04%
+44,060
12 13
14
15 16