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
601
$338K 0.02%
8,249
-2,039
602
$335K 0.02%
11,850
-28,358
603
$335K 0.02%
+13,122
604
$334K 0.02%
+52,868
605
$334K 0.02%
9,202
+2,202
606
$333K 0.02%
+5,818
607
$333K 0.02%
30,960
+2,489
608
$333K 0.02%
+10,547
609
$332K 0.02%
5,468
+2,362
610
$330K 0.02%
4,761
+810
611
$330K 0.02%
25,095
-3,518
612
$329K 0.02%
5,649
+1,589
613
$328K 0.02%
5,326
+1,307
614
$328K 0.02%
+6,835
615
$328K 0.02%
+7,692
616
$326K 0.02%
+9,495
617
$326K 0.02%
15,727
+6,323
618
$325K 0.02%
+4,624
619
$325K 0.02%
4,045
+68
620
$324K 0.02%
+2,699
621
$323K 0.02%
10,603
-755
622
$323K 0.02%
+2,816
623
$323K 0.02%
62,311
-38,243
624
$322K 0.02%
5,743
+1,192
625
$321K 0.02%
22,022
+720
23 24
25
26 27