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
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.65M

Top Sells

1
+$66.4M
2
+$65.8M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.86%
3 Industrials 3.36%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$207K 0.01%
+5,011
777
$206K 0.01%
+6,319
778
$204K 0.01%
+6,195
779
$204K 0.01%
+6,154
780
$203K 0.01%
5,142
-136
781
$203K 0.01%
+3,210
782
$203K 0.01%
13,506
+238
783
$203K 0.01%
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784
$203K 0.01%
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785
$202K 0.01%
+8,946
786
$202K 0.01%
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787
$202K 0.01%
11,759
-7,345
788
$202K 0.01%
4,033
-3,545
789
$201K 0.01%
+9,112
790
$201K 0.01%
+7,052
791
$201K 0.01%
+3,086
792
$201K 0.01%
+2,792
793
$200K 0.01%
+10,419
794
$194K 0.01%
+39,063
795
$193K 0.01%
20,699
+5,345
796
$189K 0.01%
40,202
-33,069
797
$189K 0.01%
14,333
-6
798
$182K 0.01%
14,445
-195
799
$182K 0.01%
23,903
-521
800
$179K 0.01%
12,475
+206
30 31
32
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