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
501
$623K 0.03%
64,741
+1,709
502
$622K 0.03%
6,344
+206
503
$620K 0.03%
7,926
+1,269
504
$619K 0.03%
4,612
-611
505
$619K 0.03%
27,777
+3,733
506
$617K 0.03%
18,269
+2,893
507
$614K 0.03%
10,800
-864
508
$608K 0.03%
5,707
+501
509
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8,050
+698
510
$607K 0.03%
2,439
-128
511
$607K 0.03%
16,684
-154
512
$607K 0.03%
15,887
-853
513
$607K 0.03%
221,686
+4,109
514
$604K 0.03%
12,242
-391
515
$601K 0.03%
9,130
-1,732
516
$600K 0.03%
11,389
+6,997
517
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9,898
-248
518
$599K 0.03%
9,988
+103
519
$599K 0.03%
3,799
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520
$599K 0.03%
12,850
-3,445
521
$597K 0.03%
28,490
+2,850
522
$595K 0.03%
13,868
+764
523
$594K 0.03%
8,707
+845
524
$594K 0.03%
14,309
+91
525
$592K 0.03%
16,092
-922
19 20
21
22 23