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
601
$494K 0.03%
6,126
+338
602
$493K 0.03%
21,388
+244
603
$491K 0.03%
9,646
-144
604
$490K 0.03%
6,842
+179
605
$489K 0.03%
9,306
+448
606
$486K 0.02%
6,394
+245
607
$485K 0.02%
23,285
-15,354
608
$481K 0.02%
+3,371
609
$481K 0.02%
13,856
-828
610
$480K 0.02%
20,331
+3,583
611
$480K 0.02%
5,637
+1,352
612
$477K 0.02%
11,703
-10,658
613
$475K 0.02%
42,060
+8,552
614
$475K 0.02%
+6,731
615
$474K 0.02%
5,624
+78
616
$473K 0.02%
+27,918
617
$472K 0.02%
20,497
+2,265
618
$472K 0.02%
11,326
+75
619
$471K 0.02%
+42,160
620
$469K 0.02%
15,754
+8,050
621
$469K 0.02%
9,747
+3,984
622
$466K 0.02%
5,804
+128
623
$466K 0.02%
6,457
-336
624
$465K 0.02%
25,192
+5,941
625
$464K 0.02%
19,757
-9,434
23 24
25
26 27