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
476
$473K 0.03%
49,269
+13,152
477
$472K 0.03%
12,046
+5,999
478
$470K 0.03%
5,072
+1,869
479
$470K 0.03%
31,512
+1,000
480
$469K 0.03%
8,849
+3,250
481
$468K 0.03%
9,203
+1,509
482
$467K 0.03%
16,045
-4,356
483
$466K 0.03%
7,408
-550
484
$466K 0.03%
5,665
+2,865
485
$463K 0.03%
15,589
+9,394
486
$462K 0.03%
10,949
-2,766
487
$462K 0.03%
94,150
-25,692
488
$458K 0.03%
12,648
+460
489
$455K 0.03%
8,441
+4,214
490
$454K 0.03%
3,664
-1,392
491
$453K 0.03%
6,092
+832
492
$453K 0.03%
3,877
+400
493
$452K 0.03%
+41,054
494
$450K 0.03%
37,710
-6,005
495
$445K 0.03%
11,237
+1,521
496
$444K 0.03%
13,299
-894
497
$442K 0.03%
3,948
+522
498
$440K 0.03%
14,465
+519
499
$438K 0.03%
32,404
+17,771
500
$436K 0.03%
15,949
-11,567
18 19
20
21 22