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
726
$373K 0.02%
4,186
-138
727
$373K 0.02%
6,748
+1,408
728
$372K 0.02%
1,212
-50
729
$371K 0.02%
7,224
+58
730
$369K 0.02%
2,950
-364
731
$368K 0.02%
6,979
-555
732
$367K 0.02%
+6,860
733
$365K 0.02%
3,711
-1,733
734
$365K 0.02%
8,610
+628
735
$364K 0.02%
11,795
-1,690
736
$364K 0.02%
26,791
+1,225
737
$363K 0.02%
2,382
+50
738
$363K 0.02%
3,262
-3,327
739
$362K 0.02%
+9,873
740
$362K 0.02%
6,028
+32
741
$361K 0.02%
13,756
+220
742
$361K 0.02%
4,469
+671
743
$361K 0.02%
3,661
-326
744
$360K 0.02%
7,406
+826
745
$358K 0.02%
2,641
-171
746
$358K 0.02%
+5,489
747
$358K 0.02%
+26,373
748
$357K 0.02%
+8,956
749
$357K 0.02%
7,239
-470
750
$356K 0.02%
18,577
+2,057
28 29
30
31 32