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
601
$306K 0.02%
+4,551
602
$305K 0.02%
3,977
-480
603
$305K 0.02%
6,229
-23,560
604
$305K 0.02%
3,855
+1,247
605
$304K 0.02%
12,479
-2,040
606
$303K 0.02%
+2,400
607
$303K 0.02%
12,177
+1,884
608
$303K 0.02%
10,381
+3,447
609
$303K 0.02%
3,891
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610
$300K 0.02%
3,972
-17,005
611
$300K 0.02%
6,206
+217
612
$299K 0.02%
+5,053
613
$298K 0.02%
+1,638
614
$298K 0.02%
4,554
+1,158
615
$298K 0.02%
9,716
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616
$297K 0.02%
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617
$296K 0.02%
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618
$296K 0.02%
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619
$296K 0.02%
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620
$295K 0.02%
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621
$295K 0.02%
+5,718
622
$294K 0.02%
35,528
-18
623
$294K 0.02%
6,456
-3,577
624
$291K 0.02%
+7,404
625
$290K 0.02%
3,485
+98
23 24
25
26 27