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
701
$241K 0.02%
13,954
+1,803
702
$241K 0.02%
7,329
-1,863
703
$241K 0.02%
7,502
-362
704
$239K 0.02%
+7,000
705
$239K 0.02%
+7,473
706
$239K 0.02%
33,443
-43,906
707
$238K 0.02%
+7,000
708
$238K 0.02%
6,344
-7,041
709
$238K 0.02%
+2,049
710
$238K 0.02%
+4,719
711
$237K 0.02%
+6,150
712
$237K 0.02%
5,243
-80
713
$237K 0.02%
9,485
-420
714
$236K 0.02%
1,699
-119
715
$236K 0.02%
+15,370
716
$236K 0.02%
3,611
-282
717
$235K 0.02%
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718
$235K 0.02%
6,047
-951
719
$235K 0.02%
8,051
-8,132
720
$234K 0.02%
+7,218
721
$230K 0.01%
4,060
+57
722
$230K 0.01%
4,227
+116
723
$229K 0.01%
+13,150
724
$229K 0.01%
+3,106
725
$228K 0.01%
2,800
+66
27 28
29
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