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
476
$671K 0.03%
14,646
+48
477
$670K 0.03%
13,017
-5,812
478
$670K 0.03%
35,947
-27,230
479
$668K 0.03%
2,393
-2
480
$667K 0.03%
9,095
-6,634
481
$662K 0.03%
6,044
+733
482
$661K 0.03%
42,051
+2,724
483
$658K 0.03%
10,902
-1,416
484
$655K 0.03%
7,837
+497
485
$655K 0.03%
7,981
-127
486
$655K 0.03%
19,611
-422
487
$651K 0.03%
22,413
-2,760
488
$650K 0.03%
13,004
+844
489
$650K 0.03%
5,257
+288
490
$650K 0.03%
21,075
-1,665
491
$648K 0.03%
100,293
-5,542
492
$644K 0.03%
28,823
+1,620
493
$642K 0.03%
5,163
+133
494
$641K 0.03%
14,988
+8,167
495
$640K 0.03%
11,143
+996
496
$637K 0.03%
8,916
-9,119
497
$633K 0.03%
43,211
+1,335
498
$630K 0.03%
18,424
-734
499
$630K 0.03%
3,685
-1,750
500
$629K 0.03%
27,976
-3,205
18 19
20
21 22