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
676
$282K 0.02%
+14,486
677
$282K 0.02%
1,253
+290
678
$281K 0.02%
+4,976
679
$281K 0.02%
+6,210
680
$281K 0.02%
+16,790
681
$280K 0.02%
7,473
-5
682
$280K 0.02%
18,600
-5,157
683
$279K 0.02%
9,535
-2,183
684
$279K 0.02%
9,317
+205
685
$278K 0.02%
3,562
-2,947
686
$276K 0.02%
49,345
+22,219
687
$274K 0.02%
3,697
-275
688
$274K 0.02%
8,904
+1,057
689
$273K 0.02%
+26,354
690
$272K 0.02%
10,973
-1,934
691
$271K 0.02%
2,215
-36
692
$270K 0.02%
16,205
+743
693
$270K 0.02%
+23,815
694
$268K 0.02%
+4,602
695
$268K 0.02%
9,161
+1,735
696
$268K 0.02%
35,636
+2,193
697
$267K 0.02%
+2,922
698
$267K 0.02%
+4,272
699
$267K 0.02%
7,774
-1,711
700
$265K 0.02%
7,001
-6,426
26 27
28
29 30