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
351
$692K 0.04%
19,520
+2,768
352
$692K 0.04%
43,965
-5,807
353
$690K 0.04%
55,540
-18,584
354
$688K 0.04%
2,957
+1,125
355
$686K 0.04%
12,219
+4,022
356
$684K 0.04%
92,306
-21,458
357
$682K 0.04%
3,726
+123
358
$681K 0.04%
8,481
-6,142
359
$680K 0.04%
+4,841
360
$678K 0.04%
34,139
+3,375
361
$675K 0.04%
6,589
+1,574
362
$673K 0.04%
16,165
-7,111
363
$673K 0.04%
73,193
-19,470
364
$672K 0.04%
9,340
+1,308
365
$672K 0.04%
16,068
-1,884
366
$668K 0.04%
+14,970
367
$667K 0.04%
+27,275
368
$666K 0.04%
5,999
+634
369
$665K 0.04%
10,187
+2,095
370
$658K 0.04%
17,562
+4,896
371
$656K 0.04%
46,952
+15,176
372
$651K 0.04%
10,496
+2,601
373
$650K 0.04%
4,285
+376
374
$650K 0.04%
24,148
-5,338
375
$650K 0.04%
19,429
+8,020
13 14
15
16 17