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
701
$393K 0.02%
+26,833
702
$393K 0.02%
26,721
-586
703
$392K 0.02%
5,460
+35
704
$392K 0.02%
13,119
+2,617
705
$391K 0.02%
11,361
+1,864
706
$390K 0.02%
4,438
+1,308
707
$390K 0.02%
+7,116
708
$390K 0.02%
11,803
-344
709
$388K 0.02%
5,897
-285
710
$386K 0.02%
+3,404
711
$385K 0.02%
12,379
+746
712
$384K 0.02%
+11,598
713
$383K 0.02%
12,918
+178
714
$383K 0.02%
25,264
+6,455
715
$382K 0.02%
3,370
-151
716
$382K 0.02%
+21,570
717
$380K 0.02%
7,804
+536
718
$380K 0.02%
+10,159
719
$380K 0.02%
+1,164
720
$379K 0.02%
6,189
+150
721
$376K 0.02%
5,137
-78
722
$376K 0.02%
13,820
+3,060
723
$375K 0.02%
23,362
+5,215
724
$375K 0.02%
+3,204
725
$375K 0.02%
+7,581
27 28
29
30 31