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
751
$238K 0.01%
21,056
+5,373
752
$236K 0.01%
+5,750
753
$236K 0.01%
3,202
-689
754
$235K 0.01%
+2,105
755
$235K 0.01%
8,187
+450
756
$233K 0.01%
+3,086
757
$233K 0.01%
15,102
+660
758
$233K 0.01%
13,004
-3,326
759
$231K 0.01%
606
-21
760
$231K 0.01%
4,039
-399
761
$231K 0.01%
11,689
+4,763
762
$230K 0.01%
+1,849
763
$229K 0.01%
+3,333
764
$229K 0.01%
47,583
+20,772
765
$229K 0.01%
+2,128
766
$228K 0.01%
36,991
-17,032
767
$228K 0.01%
+3,195
768
$228K 0.01%
+3,176
769
$228K 0.01%
+2,120
770
$228K 0.01%
5,767
-5,671
771
$227K 0.01%
+2,055
772
$227K 0.01%
+9,068
773
$227K 0.01%
14,040
-2,830
774
$226K 0.01%
+4,030
775
$226K 0.01%
4,910
-333
29 30
31
32 33