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
576
$524K 0.03%
3,298
+22
577
$524K 0.03%
8,203
-107
578
$521K 0.03%
14,442
-590
579
$519K 0.03%
29,078
-249
580
$518K 0.03%
16,552
+1,057
581
$518K 0.03%
13,252
-65
582
$518K 0.03%
33,156
-731
583
$515K 0.03%
11,205
+627
584
$512K 0.03%
11,423
-42
585
$510K 0.03%
3,553
+57
586
$509K 0.03%
10,023
-1,392
587
$509K 0.03%
14,449
+46
588
$508K 0.03%
9,875
-60
589
$506K 0.03%
2,442
+222
590
$504K 0.03%
29,074
+2,996
591
$503K 0.03%
27,186
+5,844
592
$502K 0.03%
61,928
-980
593
$500K 0.03%
18,144
+6,715
594
$500K 0.03%
3,791
+424
595
$499K 0.03%
9,810
-5,274
596
$499K 0.03%
+10,416
597
$498K 0.03%
22,870
+3,300
598
$498K 0.03%
9,692
-1,132
599
$496K 0.03%
12,999
-1,362
600
$495K 0.03%
82,511
+2,131
22 23
24
25 26