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
401
$549K 0.04%
15,872
-60
402
$549K 0.04%
+9,408
403
$546K 0.04%
47,747
-3,363
404
$542K 0.03%
9,359
+3,000
405
$540K 0.03%
16,282
+8,526
406
$540K 0.03%
13,912
-608
407
$534K 0.03%
60,734
-10,738
408
$533K 0.03%
4,241
+2,081
409
$532K 0.03%
12,180
-2,372
410
$532K 0.03%
31,667
+4,879
411
$529K 0.03%
16,794
+2,488
412
$528K 0.03%
11,048
-312
413
$527K 0.03%
13,155
-378
414
$526K 0.03%
8,240
+2,518
415
$526K 0.03%
8,578
-6,004
416
$523K 0.03%
17,250
-1,533
417
$523K 0.03%
3,684
+35
418
$521K 0.03%
37,534
+5,110
419
$520K 0.03%
10,932
-400
420
$518K 0.03%
3,976
+214
421
$514K 0.03%
13,427
+6,704
422
$512K 0.03%
16,053
-1,947
423
$512K 0.03%
7,895
-4,935
424
$512K 0.03%
13,682
+2,011
425
$511K 0.03%
7,958
-286
15 16
17
18 19