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
26
$6.76M 0.42%
447,189
-2,702
27
$6.67M 0.42%
102,277
+19,398
28
$6.62M 0.42%
74,278
+25,031
29
$6.46M 0.41%
123,878
+23,265
30
$6.09M 0.38%
291,369
+102,356
31
$6M 0.38%
+87,057
32
$5.9M 0.37%
1,548,848
+801,461
33
$5.66M 0.36%
99,243
-5,645
34
$5.58M 0.35%
62,863
-3,122
35
$5.02M 0.32%
70,150
-1,216
36
$4.98M 0.31%
176,249
-409,575
37
$4.56M 0.29%
301,219
-10,612
38
$4.35M 0.27%
93,138
-6,682
39
$4.26M 0.27%
85,229
+14,282
40
$4.26M 0.27%
29,109
-1,186
41
$3.93M 0.25%
16,917
-355
42
$3.84M 0.24%
30,984
+3,290
43
$3.76M 0.24%
69,707
+4,905
44
$3.3M 0.21%
88,595
+9,857
45
$3.26M 0.2%
101,518
+26,629
46
$3.25M 0.2%
180,777
-5,080
47
$3.21M 0.2%
61,172
+10,314
48
$3.1M 0.19%
27,792
+69
49
$3.07M 0.19%
163,500
+9,867
50
$3.06M 0.19%
33,950
+4,399
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