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
451
$509K 0.03%
+7,949
452
$507K 0.03%
3,346
-338
453
$505K 0.03%
3,685
-4,866
454
$501K 0.03%
4,393
+1,993
455
$497K 0.03%
+3,432
456
$496K 0.03%
133,377
-34,333
457
$496K 0.03%
6,299
-428
458
$496K 0.03%
22,402
+1,895
459
$495K 0.03%
7,683
+208
460
$494K 0.03%
14,570
+2,840
461
$491K 0.03%
38,366
-5,059
462
$489K 0.03%
17,455
+8,542
463
$489K 0.03%
17,740
+15
464
$487K 0.03%
6,187
+831
465
$485K 0.03%
10,613
+4,649
466
$483K 0.03%
5,647
+2,784
467
$480K 0.03%
10,228
-226
468
$479K 0.03%
+21,824
469
$478K 0.03%
+17,591
470
$477K 0.03%
9,781
+4,082
471
$476K 0.03%
10,856
-858
472
$475K 0.03%
31,798
+1,264
473
$475K 0.03%
12,030
+437
474
$474K 0.03%
12,547
+470
475
$474K 0.03%
4,908
+159
17 18
19
20 21