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
676
$258K 0.02%
+6,664
677
$258K 0.02%
+15,006
678
$257K 0.02%
+3,779
679
$257K 0.02%
+2,310
680
$256K 0.02%
5,509
+452
681
$255K 0.02%
+36,117
682
$254K 0.02%
+14,773
683
$253K 0.02%
+9,460
684
$252K 0.02%
5,964
+144
685
$252K 0.02%
+4,224
686
$252K 0.02%
2,599
-2,681
687
$251K 0.02%
19,811
+8
688
$251K 0.02%
84,632
-2,826
689
$250K 0.02%
17,812
+459
690
$249K 0.02%
1,813
-159
691
$249K 0.02%
17,449
+5,282
692
$248K 0.02%
7,561
+383
693
$246K 0.02%
+2,532
694
$246K 0.02%
+5,533
695
$244K 0.02%
+10,866
696
$243K 0.02%
+3,749
697
$243K 0.02%
5,901
+620
698
$242K 0.02%
2,863
-25
699
$241K 0.02%
2,560
-225
700
$241K 0.02%
8,913
+200
26 27
28
29 30