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
726
$249K 0.02%
11,194
-2,907
727
$249K 0.02%
15,869
+863
728
$248K 0.02%
+3,340
729
$247K 0.02%
4,390
+343
730
$246K 0.02%
28,359
-8,636
731
$246K 0.02%
7,757
-6,919
732
$245K 0.02%
+10,283
733
$245K 0.02%
1,956
+57
734
$245K 0.02%
+4,825
735
$244K 0.02%
3,597
+200
736
$243K 0.02%
10,590
+171
737
$243K 0.02%
+13,360
738
$243K 0.02%
4,012
-734
739
$243K 0.02%
3,911
-5,497
740
$242K 0.02%
8,134
-1,695
741
$242K 0.02%
5,751
+1,112
742
$241K 0.02%
7,080
-249
743
$241K 0.02%
2,816
-5,485
744
$241K 0.02%
+4,849
745
$240K 0.02%
+8,137
746
$240K 0.02%
7,884
+248
747
$239K 0.02%
+4,831
748
$239K 0.02%
+5,448
749
$239K 0.02%
+3,480
750
$238K 0.01%
+12,898
28 29
30
31 32