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
476
$436K 0.03%
+14,676
477
$433K 0.03%
11,220
-668
478
$433K 0.03%
21,514
+6,560
479
$433K 0.03%
9,074
+1,464
480
$429K 0.03%
10,994
+1,317
481
$426K 0.03%
57,512
+7,360
482
$423K 0.03%
5,551
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483
$421K 0.03%
9,079
-329
484
$419K 0.03%
10,904
-669
485
$415K 0.03%
6,401
+1,139
486
$410K 0.03%
30,534
+803
487
$407K 0.03%
13,686
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488
$406K 0.03%
41,997
+15,272
489
$405K 0.03%
7,694
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490
$405K 0.03%
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491
$404K 0.03%
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492
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14,343
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493
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7,475
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494
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36,901
-6,092
495
$397K 0.03%
9,502
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496
$397K 0.03%
17,661
+5,888
497
$397K 0.03%
24,833
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498
$397K 0.03%
8,328
+3,419
499
$396K 0.03%
7,267
-652
500
$395K 0.03%
25,591
+10,862
18 19
20
21 22