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
451
$763K 0.04%
11,787
+3,090
452
$763K 0.04%
11,658
-6,629
453
$762K 0.04%
9,058
+891
454
$754K 0.04%
5,150
-61
455
$748K 0.04%
+25,659
456
$748K 0.04%
10,677
-125
457
$742K 0.04%
6,457
+342
458
$741K 0.04%
4,291
+353
459
$739K 0.04%
14,455
+1,193
460
$738K 0.04%
19,799
+2,115
461
$732K 0.04%
3,788
-28
462
$731K 0.04%
19,679
-892
463
$727K 0.04%
6,942
+4,062
464
$726K 0.04%
14,007
-1,728
465
$708K 0.04%
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466
$702K 0.04%
66,284
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467
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6,821
-378
468
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38,713
-1,938
469
$689K 0.04%
7,134
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470
$687K 0.04%
6,834
-10,510
471
$684K 0.03%
99,877
+31,627
472
$683K 0.03%
13,508
+6,885
473
$681K 0.03%
14,007
-83
474
$675K 0.03%
3,616
-327
475
$672K 0.03%
12,518
-255
17 18
19
20 21