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
326
$1.06M 0.05%
12,660
+116
327
$1.06M 0.05%
10,078
-1,421
328
$1.06M 0.05%
11,343
-849
329
$1.06M 0.05%
31,851
-31
330
$1.05M 0.05%
+84,077
331
$1.05M 0.05%
39,390
+1,695
332
$1.04M 0.05%
23,071
+6,201
333
$1.04M 0.05%
46,857
+6,208
334
$1.04M 0.05%
8,345
-7,623
335
$1.04M 0.05%
31,660
+3,747
336
$1.04M 0.05%
12,959
+1,719
337
$1.03M 0.05%
5,895
+3,253
338
$1.03M 0.05%
37,411
+5,719
339
$1.03M 0.05%
84,520
+21,032
340
$1.02M 0.05%
15,161
+1,300
341
$1.02M 0.05%
23,016
+640
342
$1.01M 0.05%
8,442
-273
343
$1.01M 0.05%
21,340
+3,334
344
$1M 0.05%
32,258
+337
345
$1M 0.05%
17,580
+9,402
346
$1M 0.05%
16,493
+69
347
$1M 0.05%
+54,271
348
$994K 0.05%
19,383
+2,978
349
$994K 0.05%
4,207
+953
350
$991K 0.05%
41,588
+6,357
12 13
14
15 16