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
751
$356K 0.02%
10,827
+1,813
752
$355K 0.02%
5,722
+17
753
$354K 0.02%
14,195
+1,015
754
$353K 0.02%
5,393
+1,161
755
$351K 0.02%
9,732
-898
756
$351K 0.02%
9,775
-844
757
$351K 0.02%
5,374
+729
758
$350K 0.02%
5,585
-232
759
$349K 0.02%
19,818
-909
760
$348K 0.02%
11,580
+275
761
$348K 0.02%
4,993
-28
762
$346K 0.02%
23,316
+5,357
763
$346K 0.02%
2,474
+191
764
$345K 0.02%
4,075
-208
765
$344K 0.02%
4,381
+510
766
$343K 0.02%
+4,291
767
$342K 0.02%
15,029
+3,249
768
$342K 0.02%
4,886
+148
769
$341K 0.02%
26,731
-1,190
770
$339K 0.02%
3,686
+338
771
$339K 0.02%
11,553
-2,941
772
$338K 0.02%
3,594
+636
773
$337K 0.02%
11,004
+122
774
$336K 0.02%
6,282
+51
775
$335K 0.02%
4,983
+373
29 30
31
32 33