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
376
$911K 0.05%
7,965
+832
377
$908K 0.05%
43,770
+1,020
378
$904K 0.05%
+45,879
379
$902K 0.05%
31,649
+3,046
380
$902K 0.05%
41,315
+12,683
381
$902K 0.05%
+6,648
382
$896K 0.05%
7,527
+2,962
383
$893K 0.05%
26,007
-214
384
$887K 0.05%
11,552
-1,030
385
$886K 0.05%
3,421
-121
386
$884K 0.05%
10,300
-94
387
$883K 0.05%
18,769
+14,096
388
$882K 0.05%
5,978
+2,639
389
$881K 0.05%
4,452
-459
390
$880K 0.05%
15,099
+1,016
391
$874K 0.04%
24,118
-3,451
392
$868K 0.04%
9,186
+482
393
$862K 0.04%
+12,450
394
$861K 0.04%
10,197
-190
395
$860K 0.04%
41,147
+636
396
$858K 0.04%
21,199
+918
397
$856K 0.04%
15,257
-154
398
$853K 0.04%
37,354
+12,420
399
$852K 0.04%
+44,936
400
$851K 0.04%
7,143
+198
14 15
16
17 18