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
576
$361K 0.02%
166,133
-44,638
577
$360K 0.02%
456
+45
578
$360K 0.02%
15,839
+2,519
579
$358K 0.02%
7,678
-5,775
580
$358K 0.02%
+22,500
581
$355K 0.02%
2,913
+677
582
$354K 0.02%
8,842
-660
583
$353K 0.02%
6,226
+717
584
$353K 0.02%
+21,120
585
$353K 0.02%
16,440
+1,551
586
$352K 0.02%
5,136
-174
587
$352K 0.02%
48,902
-11,832
588
$350K 0.02%
16,845
-1,910
589
$350K 0.02%
+14,592
590
$349K 0.02%
4,316
-8,759
591
$349K 0.02%
+9,292
592
$348K 0.02%
11,566
+1,649
593
$346K 0.02%
+9,861
594
$345K 0.02%
29,383
-7,518
595
$345K 0.02%
5,149
+2,357
596
$344K 0.02%
4,540
+781
597
$341K 0.02%
+4,464
598
$341K 0.02%
11,742
-110
599
$340K 0.02%
43,341
+12,337
600
$339K 0.02%
+6,950
22 23
24
25 26