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
551
$386K 0.02%
+9,564
552
$382K 0.02%
21,934
+4,578
553
$380K 0.02%
6,039
+512
554
$380K 0.02%
4,615
-250
555
$380K 0.02%
8,406
-6,438
556
$378K 0.02%
18,071
-83,175
557
$378K 0.02%
6,631
-43
558
$377K 0.02%
4,181
+152
559
$377K 0.02%
4,078
-1,105
560
$374K 0.02%
8,432
-2,500
561
$372K 0.02%
+3,599
562
$372K 0.02%
6,698
-569
563
$371K 0.02%
+6,672
564
$370K 0.02%
73,476
+6,972
565
$368K 0.02%
8,071
-1,008
566
$368K 0.02%
45,025
+19,124
567
$367K 0.02%
+1,273
568
$367K 0.02%
24,071
+6,622
569
$366K 0.02%
+12,720
570
$366K 0.02%
9,356
+396
571
$366K 0.02%
+23,520
572
$365K 0.02%
12,337
+5,443
573
$365K 0.02%
65,065
+10,135
574
$364K 0.02%
+33,722
575
$363K 0.02%
7,235
-375
21 22
23
24 25