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
801
$177K 0.01%
16,758
-2,449
802
$176K 0.01%
+12,918
803
$175K 0.01%
28,387
+3,039
804
$175K 0.01%
10,612
-585
805
$171K 0.01%
+3,275
806
$169K 0.01%
+10,915
807
$169K 0.01%
11,200
+550
808
$166K 0.01%
39,338
+23,573
809
$165K 0.01%
28
-8
810
$165K 0.01%
20,151
+7,011
811
$161K 0.01%
10,576
-502
812
$160K 0.01%
4,702
+1,560
813
$158K 0.01%
14,633
+1,665
814
$155K 0.01%
26,811
+3,431
815
$154K 0.01%
+10,083
816
$143K 0.01%
+2,090
817
$138K 0.01%
48,232
+33,056
818
$136K 0.01%
+14,929
819
$135K 0.01%
10,962
-1,150
820
$132K 0.01%
3,741
+878
821
$131K 0.01%
18,385
-2,545
822
$129K 0.01%
+16,173
823
$125K 0.01%
14,593
-902
824
$121K 0.01%
15,063
+224
825
$119K 0.01%
13,590
+3,465
31 32
33
34 35