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
376
$648K 0.04%
85,950
-2,050
377
$648K 0.04%
+18,369
378
$647K 0.04%
4,390
-285
379
$647K 0.04%
8,381
-2,646
380
$647K 0.04%
17,932
+132
381
$639K 0.04%
42,149
-130
382
$639K 0.04%
+16,622
383
$635K 0.04%
6,158
+769
384
$635K 0.04%
25,852
+3,943
385
$633K 0.04%
+13,701
386
$627K 0.04%
5,590
+567
387
$627K 0.04%
12,866
-332
388
$627K 0.04%
13,740
+837
389
$624K 0.04%
3,158
+110
390
$619K 0.04%
13,129
+1,622
391
$616K 0.04%
23,340
+645
392
$615K 0.04%
5,609
-2,301
393
$613K 0.04%
7,523
+3,548
394
$613K 0.04%
7,710
+1,048
395
$612K 0.04%
5,225
+1,460
396
$609K 0.04%
11,002
+5,136
397
$606K 0.04%
13,358
+323
398
$601K 0.04%
3,732
-2,647
399
$600K 0.04%
7,688
-314
400
$600K 0.04%
+11,610
14 15
16
17 18