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
51
$3.05M 0.19%
18,733
+2,167
52
$3.04M 0.19%
+114,668
53
$3.04M 0.19%
26,231
-5,980
54
$2.96M 0.19%
28,625
-744
55
$2.93M 0.18%
25,449
-1,221
56
$2.9M 0.18%
25,751
+1,566
57
$2.89M 0.18%
46,459
+2,784
58
$2.88M 0.18%
129,756
-8,252
59
$2.82M 0.18%
30,280
-1,018
60
$2.81M 0.18%
93,141
+34,725
61
$2.79M 0.18%
33,198
+5,098
62
$2.67M 0.17%
33,799
+875
63
$2.61M 0.16%
54,938
+47,660
64
$2.59M 0.16%
149,978
-4,733
65
$2.58M 0.16%
93,091
+51,846
66
$2.56M 0.16%
76,146
+155
67
$2.55M 0.16%
70,321
+23,949
68
$2.54M 0.16%
+90,794
69
$2.48M 0.16%
34,798
-1,208
70
$2.44M 0.15%
25,144
-534
71
$2.38M 0.15%
134,770
+26,610
72
$2.33M 0.15%
58,900
-2,460
73
$2.3M 0.14%
46,192
-258
74
$2.27M 0.14%
18,763
-33
75
$2.26M 0.14%
20,537
-34
1 2
3
4 5