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
551
$555K 0.03%
4,557
+885
552
$554K 0.03%
1,650
+1,023
553
$553K 0.03%
11,771
+634
554
$551K 0.03%
3,835
+745
555
$550K 0.03%
6,664
+187
556
$548K 0.03%
4,571
-75
557
$547K 0.03%
121,984
+19,780
558
$544K 0.03%
12,501
+1,043
559
$544K 0.03%
5,352
+69
560
$544K 0.03%
12,643
+2,346
561
$544K 0.03%
10,480
+1,587
562
$543K 0.03%
25,917
-55
563
$542K 0.03%
+9,629
564
$539K 0.03%
13,405
+59
565
$538K 0.03%
2,513
-4
566
$538K 0.03%
6,882
-908
567
$537K 0.03%
2,488
+129
568
$528K 0.03%
3,918
+39
569
$528K 0.03%
16,964
+150
570
$527K 0.03%
14,942
-1,522
571
$527K 0.03%
51,213
+1,820
572
$526K 0.03%
8,319
+29
573
$525K 0.03%
12,920
-337
574
$524K 0.03%
+2,359
575
$524K 0.03%
5,576
+157
21 22
23
24 25