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
26
$5.68M 0.36%
82,879
+2,881
27
$5.65M 0.36%
71,366
+897
28
$5.64M 0.36%
65,985
-87
29
$5.46M 0.35%
48,771
+9,540
30
$5.29M 0.34%
104,888
-571
31
$5.27M 0.34%
100,613
-9,800
32
$5.05M 0.32%
30,295
+8,761
33
$5M 0.32%
189,013
-5,653
34
$4.99M 0.32%
99,820
-968
35
$4.86M 0.31%
311,831
+173,729
36
$4.86M 0.31%
49,247
+5,409
37
$4.84M 0.31%
41,550
+6,740
38
$4.67M 0.3%
41,500
+32,737
39
$3.96M 0.25%
35,990
+3,572
40
$3.92M 0.25%
283,658
+74,207
41
$3.88M 0.25%
17,272
+264
42
$3.84M 0.25%
47,192
+355
43
$3.81M 0.24%
+152,923
44
$3.71M 0.24%
+747,387
45
$3.59M 0.23%
70,947
+5,469
46
$3.54M 0.23%
185,857
+8,118
47
$3.5M 0.22%
138,008
+3,855
48
$3.37M 0.22%
32,211
-280
49
$3.15M 0.2%
26,670
+1,973
50
$3.15M 0.2%
93,291
-17,998
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