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
376
$607K 0.04%
30,764
+2,212
377
$606K 0.04%
90,576
+624
378
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17,537
-1,843
379
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380
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13,715
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381
$597K 0.04%
13,035
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382
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9,452
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383
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28,656
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384
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119,842
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386
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13,749
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387
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4,675
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388
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18,548
+5,588
389
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12,080
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390
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391
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22,695
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56,451
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393
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394
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395
$577K 0.04%
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396
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2,881
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397
$565K 0.04%
+15,006
398
$560K 0.04%
24,109
+9,901
399
$557K 0.04%
3,742
-102
400
$550K 0.04%
5,023
+301
14 15
16
17 18