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
676
$417K 0.02%
12,357
-156
677
$416K 0.02%
13,920
+2,555
678
$411K 0.02%
+2,425
679
$411K 0.02%
+3,064
680
$411K 0.02%
+7,432
681
$411K 0.02%
+22,910
682
$408K 0.02%
15,863
+1,070
683
$408K 0.02%
+3,883
684
$408K 0.02%
2,447
-21
685
$408K 0.02%
+5,429
686
$407K 0.02%
7,797
-541
687
$406K 0.02%
54,060
-1,185
688
$406K 0.02%
2,166
+48
689
$404K 0.02%
15,501
+1,413
690
$403K 0.02%
14,665
+2,149
691
$402K 0.02%
5,949
+127
692
$399K 0.02%
6,030
+610
693
$398K 0.02%
86,067
-1,726
694
$397K 0.02%
9,764
+78
695
$396K 0.02%
4,478
+950
696
$396K 0.02%
+9,495
697
$395K 0.02%
6,801
-1,753
698
$395K 0.02%
+5,480
699
$394K 0.02%
6,096
+695
700
$393K 0.02%
5,865
-425
26 27
28
29 30