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
651
$442K 0.02%
22,192
+2,199
652
$441K 0.02%
22,841
+916
653
$438K 0.02%
2,999
-92
654
$438K 0.02%
5,363
+240
655
$437K 0.02%
11,107
-1,620
656
$435K 0.02%
4,755
+1,073
657
$435K 0.02%
4,726
+515
658
$435K 0.02%
6,025
-1,448
659
$434K 0.02%
2,918
-324
660
$432K 0.02%
6,696
-215
661
$432K 0.02%
3,664
+215
662
$431K 0.02%
+7,548
663
$429K 0.02%
16,547
+3,489
664
$428K 0.02%
6,271
+402
665
$428K 0.02%
20,058
+4,471
666
$425K 0.02%
+2,875
667
$424K 0.02%
2,466
-978
668
$424K 0.02%
7,395
-135
669
$424K 0.02%
11,001
-546
670
$423K 0.02%
+4,363
671
$421K 0.02%
9,590
-402
672
$421K 0.02%
21,186
+4,168
673
$419K 0.02%
4,606
-219
674
$419K 0.02%
+9,271
675
$418K 0.02%
6,182
-722
25 26
27
28 29