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
701
$264K 0.02%
+11,623
702
$264K 0.02%
10,495
-3,848
703
$263K 0.02%
7,893
-85,398
704
$261K 0.02%
7,328
+2,186
705
$261K 0.02%
3,913
-559
706
$261K 0.02%
+4,805
707
$260K 0.02%
+12,939
708
$259K 0.02%
+4,760
709
$259K 0.02%
+5,398
710
$259K 0.02%
+4,644
711
$259K 0.02%
10,600
+219
712
$259K 0.02%
4,083
+472
713
$259K 0.02%
16,897
+50
714
$259K 0.02%
+19,140
715
$258K 0.02%
4,927
-1,256
716
$256K 0.02%
2,303
-194
717
$255K 0.02%
+2,125
718
$255K 0.02%
9,439
-2,080
719
$255K 0.02%
+4,742
720
$253K 0.02%
+15,720
721
$251K 0.02%
11,834
-3,536
722
$251K 0.02%
+14,236
723
$251K 0.02%
4,268
-406
724
$250K 0.02%
7,389
-1,950
725
$249K 0.02%
+9,478
27 28
29
30 31