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
551
$341K 0.02%
3,426
+648
552
$338K 0.02%
13,320
+4,118
553
$336K 0.02%
+7,594
554
$335K 0.02%
+7,583
555
$334K 0.02%
7,165
+2,123
556
$333K 0.02%
6,872
-5,224
557
$332K 0.02%
11,409
+2,170
558
$332K 0.02%
+4,946
559
$332K 0.02%
+12,546
560
$331K 0.02%
54,389
+35,826
561
$331K 0.02%
7,610
+917
562
$331K 0.02%
+17,169
563
$328K 0.02%
13,879
-600
564
$328K 0.02%
9,130
+242
565
$328K 0.02%
20,868
-929
566
$327K 0.02%
5,345
+131
567
$327K 0.02%
+44,967
568
$324K 0.02%
16,294
+4,114
569
$324K 0.02%
+6,674
570
$324K 0.02%
28,613
+1,845
571
$323K 0.02%
10,386
+1,012
572
$323K 0.02%
19,535
+102
573
$322K 0.02%
1,968
-2,705
574
$322K 0.02%
1,141
-551
575
$322K 0.02%
14,101
+3,246
21 22
23
24 25