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
526
$411K 0.03%
13,824
-3,713
527
$410K 0.03%
9,850
+3,700
528
$410K 0.03%
8,337
+2,597
529
$410K 0.03%
+21,599
530
$408K 0.03%
55,160
+811
531
$408K 0.03%
6,208
+1,144
532
$407K 0.03%
+3,322
533
$406K 0.03%
9,983
-690
534
$405K 0.03%
13,643
+1,164
535
$405K 0.03%
42,136
+48
536
$405K 0.03%
22,570
+3,644
537
$400K 0.03%
+9,542
538
$399K 0.03%
81,289
+26,900
539
$399K 0.03%
2,972
+159
540
$398K 0.03%
5,301
+1,522
541
$397K 0.02%
7,044
-1,196
542
$397K 0.02%
4,048
+1,309
543
$394K 0.02%
10,868
-28,179
544
$392K 0.02%
2,509
+460
545
$392K 0.02%
+4,982
546
$392K 0.02%
+7,305
547
$391K 0.02%
+4,468
548
$390K 0.02%
+32,589
549
$388K 0.02%
5,763
-694
550
$388K 0.02%
+8,935
20 21
22
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