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
626
$320K 0.02%
10,336
-1,107
627
$319K 0.02%
15,005
+387
628
$318K 0.02%
+4,163
629
$317K 0.02%
8,918
+1,357
630
$316K 0.02%
6,375
+191
631
$316K 0.02%
5,664
-1,337
632
$316K 0.02%
+4,671
633
$316K 0.02%
4,467
+612
634
$313K 0.02%
5,705
+1,059
635
$313K 0.02%
+3,320
636
$312K 0.02%
5,053
+1,045
637
$312K 0.02%
+3,486
638
$312K 0.02%
12,067
-1,763
639
$310K 0.02%
+116,000
640
$310K 0.02%
4,760
+1,011
641
$308K 0.02%
18,431
+619
642
$307K 0.02%
3,926
-555
643
$307K 0.02%
7,013
+778
644
$306K 0.02%
5,209
+1,934
645
$305K 0.02%
11,342
+956
646
$305K 0.02%
+6,067
647
$305K 0.02%
11,073
+934
648
$305K 0.02%
+5,886
649
$305K 0.02%
23,355
-974
650
$304K 0.02%
4,337
-98
24 25
26
27 28