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
776
$333K 0.02%
11,953
-318
777
$332K 0.02%
11,810
+2,521
778
$330K 0.02%
1,729
+9
779
$329K 0.02%
15,287
-11
780
$328K 0.02%
13,393
+5,227
781
$328K 0.02%
5,577
+1,172
782
$327K 0.02%
9,662
+904
783
$327K 0.02%
3,666
+222
784
$326K 0.02%
7,327
-33
785
$326K 0.02%
14,416
+2,896
786
$326K 0.02%
8,988
+1,060
787
$326K 0.02%
14,178
+185
788
$323K 0.02%
12,431
+3,488
789
$323K 0.02%
9,361
+2,147
790
$321K 0.02%
2,880
-59
791
$321K 0.02%
8,310
+1,978
792
$320K 0.02%
5,264
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793
$320K 0.02%
+9,652
794
$319K 0.02%
7,540
-517
795
$319K 0.02%
3,580
-168
796
$316K 0.02%
23,372
+264
797
$315K 0.02%
1,283
-58
798
$314K 0.02%
8,323
+711
799
$313K 0.02%
42,992
-2,556
800
$313K 0.02%
12,743
+1,254
30 31
32
33 34