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
401
$850K 0.04%
47,748
+6,919
402
$848K 0.04%
+9,367
403
$847K 0.04%
27,441
+987
404
$846K 0.04%
17,173
-603
405
$846K 0.04%
22,003
-4,504
406
$845K 0.04%
15,953
+9,681
407
$843K 0.04%
49,135
+1,165
408
$842K 0.04%
21,021
+11,180
409
$840K 0.04%
77,760
-420
410
$839K 0.04%
11,746
+636
411
$839K 0.04%
73,850
+9,402
412
$838K 0.04%
14,462
-191
413
$838K 0.04%
19,755
+743
414
$835K 0.04%
+16,168
415
$833K 0.04%
10,408
-1,140
416
$831K 0.04%
6,936
+3,503
417
$830K 0.04%
18,097
+237
418
$829K 0.04%
25,974
+2,541
419
$824K 0.04%
15,561
-7,172
420
$820K 0.04%
20,531
+470
421
$819K 0.04%
14,809
-5,286
422
$819K 0.04%
55,121
+15,364
423
$818K 0.04%
21,811
+4,672
424
$818K 0.04%
38,793
-21,366
425
$815K 0.04%
38,667
-21,266
15 16
17
18 19