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
51
$3.11M 0.2%
27,723
+3,642
52
$3.11M 0.2%
78,738
+8,658
53
$2.99M 0.19%
29,369
+8,978
54
$2.94M 0.19%
+77,325
55
$2.93M 0.19%
32,924
+3,511
56
$2.9M 0.19%
153,633
+10,817
57
$2.88M 0.18%
75,991
+4,623
58
$2.88M 0.18%
64,802
-1,045
59
$2.73M 0.18%
154,711
+12,709
60
$2.73M 0.17%
27,694
+1,380
61
$2.72M 0.17%
31,298
+6,276
62
$2.69M 0.17%
50,858
+4,068
63
$2.68M 0.17%
125,880
-533
64
$2.65M 0.17%
117,084
-608
65
$2.64M 0.17%
119,724
-801
66
$2.64M 0.17%
27,975
-674
67
$2.59M 0.17%
24,185
+1,217
68
$2.58M 0.17%
29,551
+3,111
69
$2.52M 0.16%
28,100
+3,251
70
$2.52M 0.16%
43,675
+6,537
71
$2.47M 0.16%
61,360
+7,520
72
$2.47M 0.16%
90,128
-2,000
73
$2.44M 0.16%
51,057
-1,060
74
$2.44M 0.16%
46,450
+106
75
$2.43M 0.16%
79,384
-6,668
1 2
3
4 5