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
426
$812K 0.04%
36,992
+716
427
$812K 0.04%
38,146
-20,943
428
$811K 0.04%
6,345
-62
429
$811K 0.04%
5,641
+2,798
430
$810K 0.04%
38,318
-21,002
431
$808K 0.04%
5,431
+1,851
432
$808K 0.04%
31,469
+66
433
$807K 0.04%
7,801
+1,139
434
$805K 0.04%
15,324
+500
435
$803K 0.04%
12,508
+46
436
$800K 0.04%
29,455
+3,402
437
$793K 0.04%
3,799
+1,564
438
$793K 0.04%
11,650
-33
439
$793K 0.04%
6,631
+170
440
$791K 0.04%
35,057
+5,778
441
$789K 0.04%
55,004
+8
442
$787K 0.04%
383,528
-3,573
443
$780K 0.04%
12,402
-1,450
444
$779K 0.04%
22,854
+1,397
445
$778K 0.04%
+20,793
446
$777K 0.04%
7,561
+749
447
$776K 0.04%
12,690
+1,008
448
$775K 0.04%
55,088
+1,818
449
$769K 0.04%
1,220
+20
450
$765K 0.04%
11,932
-675
16 17
18
19 20