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
451
$474K 0.03%
+8,935
452
$473K 0.03%
10,288
-223
453
$469K 0.03%
18,805
-2,370
454
$465K 0.03%
12,666
+5,478
455
$464K 0.03%
23,477
+109
456
$464K 0.03%
3,013
-222
457
$462K 0.03%
11,438
-3,863
458
$461K 0.03%
5,944
+87
459
$460K 0.03%
5,389
-104
460
$459K 0.03%
5,015
+316
461
$458K 0.03%
11,852
-257
462
$457K 0.03%
33,630
+1,500
463
$455K 0.03%
12,818
+393
464
$454K 0.03%
19,611
+6,599
465
$452K 0.03%
31,776
+11,423
466
$452K 0.03%
20,892
+2,414
467
$451K 0.03%
10,454
-1,236
468
$450K 0.03%
8,555
+620
469
$449K 0.03%
27,636
+1,504
470
$449K 0.03%
+9,400
471
$448K 0.03%
6,727
+101
472
$446K 0.03%
2,813
+30
473
$445K 0.03%
4,029
-63
474
$441K 0.03%
+8,784
475
$437K 0.03%
3,765
+1,393
17 18
19
20 21