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
651
$304K 0.02%
6,661
-574
652
$304K 0.02%
+4,735
653
$302K 0.02%
6,875
+3
654
$302K 0.02%
12,105
-72
655
$302K 0.02%
+6,854
656
$301K 0.02%
1,803
-2,774
657
$298K 0.02%
12,705
+474
658
$297K 0.02%
20,559
+748
659
$297K 0.02%
5,176
-11
660
$297K 0.02%
15,854
-3,681
661
$294K 0.02%
+6,433
662
$294K 0.02%
3,563
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663
$294K 0.02%
9,246
+294
664
$293K 0.02%
4,637
-309
665
$292K 0.02%
19,436
-5,397
666
$291K 0.02%
3,093
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667
$288K 0.02%
+12,856
668
$288K 0.02%
1,580
-388
669
$288K 0.02%
+8,361
670
$288K 0.02%
6,474
+18
671
$286K 0.02%
12,798
+1,167
672
$285K 0.02%
10,624
+278
673
$284K 0.02%
+2,466
674
$284K 0.02%
30,552
+13,794
675
$282K 0.02%
3,726
-282
25 26
27
28 29