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
426
$547K 0.03%
8,393
-5,974
427
$544K 0.03%
6,481
+537
428
$543K 0.03%
11,412
+57
429
$541K 0.03%
6,996
-4,754
430
$541K 0.03%
11,880
-300
431
$538K 0.03%
9,808
+366
432
$537K 0.03%
15,678
-375
433
$536K 0.03%
15,522
-760
434
$534K 0.03%
7,743
+725
435
$531K 0.03%
37,290
+3,660
436
$529K 0.03%
7,860
+4,002
437
$528K 0.03%
+8,338
438
$526K 0.03%
6,896
-1,812
439
$523K 0.03%
31,116
+3,480
440
$523K 0.03%
67,761
+43,858
441
$523K 0.03%
29,566
-4,565
442
$519K 0.03%
8,896
+341
443
$518K 0.03%
34,309
+4,031
444
$517K 0.03%
27,252
+1,094
445
$514K 0.03%
25,967
-5,700
446
$514K 0.03%
24,004
+9,949
447
$513K 0.03%
3,205
-92
448
$513K 0.03%
4,177
+981
449
$512K 0.03%
+7,215
450
$511K 0.03%
5,824
+273
16 17
18
19 20