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
651
$276K 0.02%
+16,330
652
$275K 0.02%
+3,858
653
$275K 0.02%
+6,535
654
$275K 0.02%
28,471
+13,881
655
$274K 0.02%
3,759
+909
656
$273K 0.02%
37,639
+907
657
$273K 0.02%
54,023
+18,601
658
$272K 0.02%
24,329
-1,936
659
$271K 0.02%
+12,907
660
$271K 0.02%
4,746
-254
661
$270K 0.02%
2,251
+278
662
$269K 0.02%
11,036
+307
663
$269K 0.02%
+3,868
664
$269K 0.02%
3,879
-3,336
665
$269K 0.02%
1,716
-109
666
$269K 0.02%
+2,793
667
$268K 0.02%
10,265
+200
668
$268K 0.02%
14,889
+2,596
669
$267K 0.02%
5,187
-2,050
670
$267K 0.02%
11,584
-1,101
671
$264K 0.02%
4,008
+108
672
$263K 0.02%
+8,463
673
$261K 0.02%
5,699
+355
674
$261K 0.02%
6,235
+301
675
$258K 0.02%
+2,236
25 26
27
28 29