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
351
$985K 0.05%
10,732
-3,137
352
$985K 0.05%
30,803
-9,661
353
$980K 0.05%
19,451
+167
354
$979K 0.05%
7,531
-91
355
$976K 0.05%
34,733
-15,620
356
$975K 0.05%
19,961
-55
357
$975K 0.05%
7,417
-171
358
$974K 0.05%
22,653
-820
359
$967K 0.05%
91,826
-162
360
$964K 0.05%
6,803
+145
361
$961K 0.05%
26,949
+2,911
362
$955K 0.05%
5,537
+249
363
$952K 0.05%
142,488
+62,864
364
$951K 0.05%
30,986
-3,298
365
$950K 0.05%
17,643
+1,339
366
$948K 0.05%
+77,482
367
$947K 0.05%
19,693
+228
368
$944K 0.05%
13,004
-1,820
369
$935K 0.05%
122,996
-115,921
370
$932K 0.05%
19,889
-1,512
371
$930K 0.05%
4,997
+3,104
372
$927K 0.05%
4,892
-4,018
373
$918K 0.05%
6,998
+1,524
374
$917K 0.05%
14,325
+1,124
375
$911K 0.05%
24,196
-1,125
13 14
15
16 17