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
401
$597K 0.04%
7,937
+3,115
402
$595K 0.04%
+24,925
403
$593K 0.04%
16,807
-3,219
404
$593K 0.04%
15,677
+3,131
405
$592K 0.04%
7,978
-1,284
406
$592K 0.04%
45,997
-18,701
407
$589K 0.04%
8,004
-1,660
408
$586K 0.04%
11,963
-2,823
409
$585K 0.04%
6,011
+3
410
$573K 0.04%
18,201
+951
411
$571K 0.04%
66,118
+9,667
412
$568K 0.04%
19,826
+5,947
413
$568K 0.04%
14,149
+237
414
$566K 0.04%
12,054
-2,050
415
$562K 0.04%
77,000
+19,488
416
$561K 0.04%
12,315
-840
417
$560K 0.04%
11,651
+5,620
418
$559K 0.04%
3,634
-108
419
$558K 0.04%
10,724
-324
420
$556K 0.03%
262,309
-73,455
421
$554K 0.03%
16,261
+389
422
$554K 0.03%
6,537
+2,658
423
$551K 0.03%
21,365
+2,560
424
$550K 0.03%
80,801
-16,088
425
$549K 0.03%
79,312
-11,264
15 16
17
18 19