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
626
$461K 0.02%
15,249
+2,094
627
$461K 0.02%
20,084
+3,203
628
$460K 0.02%
4,296
-376
629
$459K 0.02%
6,813
+1,701
630
$458K 0.02%
6,989
+293
631
$458K 0.02%
3,837
+441
632
$458K 0.02%
5,976
-71
633
$456K 0.02%
10,954
+227
634
$456K 0.02%
2,270
-241
635
$455K 0.02%
+16,579
636
$454K 0.02%
4,835
-3,387
637
$454K 0.02%
32,634
+2,717
638
$453K 0.02%
16,870
-2,124
639
$452K 0.02%
+3,901
640
$451K 0.02%
8,034
+39
641
$451K 0.02%
7,486
+80
642
$451K 0.02%
5,016
+668
643
$450K 0.02%
11,960
+1,265
644
$449K 0.02%
39,694
-126
645
$446K 0.02%
15,656
+5,488
646
$445K 0.02%
9,503
+44
647
$443K 0.02%
19,625
+595
648
$443K 0.02%
14,514
+5,002
649
$442K 0.02%
15,933
+709
650
$442K 0.02%
+10,880
24 25
26
27 28