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
51
$4.18M 0.21%
13,036
+645
52
$4.18M 0.21%
21,099
-226
53
$4.17M 0.21%
90,305
-7,021
54
$4.16M 0.21%
219,568
+10,746
55
$4.11M 0.21%
62,239
+15,165
56
$4.04M 0.21%
50,372
-3,555
57
$3.9M 0.2%
74,060
+4,140
58
$3.88M 0.2%
27,787
+2,879
59
$3.87M 0.2%
45,222
-2,066
60
$3.75M 0.19%
31,070
+3,112
61
$3.68M 0.19%
43,964
+1,924
62
$3.64M 0.19%
58,204
-5,457
63
$3.63M 0.19%
39,498
+6,646
64
$3.59M 0.18%
23,701
-2,074
65
$3.58M 0.18%
34,530
+2,371
66
$3.54M 0.18%
89,533
+3,885
67
$3.53M 0.18%
19,982
+3,703
68
$3.51M 0.18%
14,132
+3,385
69
$3.5M 0.18%
143,257
-2,732
70
$3.47M 0.18%
37,755
+2,099
71
$3.44M 0.18%
116,399
+26,542
72
$3.42M 0.17%
136,668
-14,668
73
$3.41M 0.17%
68,238
+3,496
74
$3.41M 0.17%
+46,270
75
$3.39M 0.17%
+90,237
1 2
3
4 5