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
501
$434K 0.03%
6,825
-1,430
502
$432K 0.03%
2,636
-155
503
$431K 0.03%
+36,897
504
$430K 0.03%
8,856
+2,627
505
$429K 0.03%
18,666
-945
506
$429K 0.03%
10,165
-2,140
507
$428K 0.03%
2,710
+1,222
508
$428K 0.03%
10,596
+1,520
509
$427K 0.03%
13,263
-423
510
$427K 0.03%
+23,528
511
$425K 0.03%
16,082
+6,970
512
$424K 0.03%
8,590
+1,923
513
$423K 0.03%
+13,111
514
$423K 0.03%
21,466
-754
515
$420K 0.03%
10,939
-17,705
516
$419K 0.03%
7,477
-780
517
$418K 0.03%
8,386
+247
518
$417K 0.03%
10,711
+4,047
519
$416K 0.03%
4,817
-3,425
520
$415K 0.03%
13,534
+716
521
$415K 0.03%
22,448
+878
522
$414K 0.03%
18,486
+4,532
523
$413K 0.03%
4,798
+649
524
$413K 0.03%
3,914
+81
525
$412K 0.03%
11,228
+396
19 20
21
22 23