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
526
$370K 0.02%
13,946
+529
527
$369K 0.02%
13,830
-687
528
$365K 0.02%
3,196
+105
529
$365K 0.02%
54,930
+3,895
530
$365K 0.02%
+13,372
531
$365K 0.02%
21,570
+338
532
$363K 0.02%
+7,771
533
$362K 0.02%
43,715
-426
534
$361K 0.02%
8,257
+508
535
$361K 0.02%
16,280
-3,161
536
$358K 0.02%
9,339
+176
537
$355K 0.02%
4,149
+784
538
$355K 0.02%
8,960
-23
539
$353K 0.02%
+18,755
540
$352K 0.02%
5,064
-34
541
$351K 0.02%
30,278
+2,089
542
$349K 0.02%
+5,823
543
$347K 0.02%
5,260
-2,305
544
$347K 0.02%
9,076
+2,960
545
$344K 0.02%
7,278
-375
546
$343K 0.02%
4,416
+1,208
547
$343K 0.02%
36,995
-9,073
548
$342K 0.02%
+4,573
549
$341K 0.02%
42,088
-474
550
$341K 0.02%
+4,229
20 21
22
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