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
26
$8.04M 0.41%
46,242
+13,907
27
$7.98M 0.41%
72,348
-22
28
$7.9M 0.4%
1,403,495
-1,269
29
$7.76M 0.4%
232,494
-1,730
30
$7.68M 0.39%
160,413
-4,615
31
$6.96M 0.36%
134,855
-2,495
32
$6.55M 0.33%
59,477
+3,120
33
$6.14M 0.31%
1,975,945
-889,377
34
$5.92M 0.3%
215,540
+202,657
35
$5.79M 0.3%
248,979
+64,908
36
$5.43M 0.28%
183,948
-535,076
37
$5.16M 0.26%
29,194
+1,857
38
$5.12M 0.26%
17,371
+1,025
39
$5.11M 0.26%
198,880
+20,540
40
$4.69M 0.24%
89,356
+11,303
41
$4.65M 0.24%
44,567
+4,402
42
$4.62M 0.24%
112,412
+70,806
43
$4.62M 0.24%
64,501
-1,693
44
$4.57M 0.23%
944,120
+658,840
45
$4.5M 0.23%
238,248
+8,686
46
$4.39M 0.22%
37,668
-6,552
47
$4.32M 0.22%
112,883
-9,673
48
$4.25M 0.22%
31,124
-239
49
$4.25M 0.22%
36,345
-3,064
50
$4.25M 0.22%
244,157
-437
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