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
526
$592K 0.03%
16,173
+6,948
527
$589K 0.03%
19,026
-134
528
$583K 0.03%
21,097
+2,265
529
$582K 0.03%
+31,731
530
$582K 0.03%
14,657
-1,803
531
$582K 0.03%
+5,087
532
$581K 0.03%
11,574
+1,251
533
$580K 0.03%
2,887
-88
534
$580K 0.03%
107,374
+73,945
535
$579K 0.03%
16,034
+899
536
$576K 0.03%
21,966
+1,873
537
$576K 0.03%
3,192
-152
538
$575K 0.03%
148,176
+4,581
539
$573K 0.03%
10,108
+3,515
540
$572K 0.03%
58,821
-30,706
541
$572K 0.03%
48,491
-2,115
542
$571K 0.03%
+8,597
543
$571K 0.03%
+4,822
544
$567K 0.03%
8,428
+135
545
$566K 0.03%
10,492
-1,352
546
$566K 0.03%
22,171
+2,561
547
$564K 0.03%
87,027
+997
548
$560K 0.03%
6,161
-50
549
$559K 0.03%
11,544
+660
550
$557K 0.03%
8,816
-2,970
20 21
22
23 24