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
801
$219K 0.01%
+2,062
802
$218K 0.01%
28,366
+1,069
803
$217K 0.01%
+1,883
804
$216K 0.01%
5,036
-5,086
805
$215K 0.01%
18,631
+3,702
806
$214K 0.01%
8,702
-15,407
807
$214K 0.01%
5,283
-1,036
808
$214K 0.01%
+5,403
809
$213K 0.01%
+6,650
810
$213K 0.01%
+6,759
811
$213K 0.01%
6,713
+559
812
$212K 0.01%
+7,671
813
$211K 0.01%
9,403
+457
814
$211K 0.01%
+27,706
815
$210K 0.01%
+2,830
816
$210K 0.01%
+3,625
817
$210K 0.01%
10,861
+440
818
$210K 0.01%
+2,656
819
$209K 0.01%
27
-1
820
$209K 0.01%
10,367
-10,525
821
$209K 0.01%
10,737
+161
822
$209K 0.01%
+2,847
823
$208K 0.01%
1,449
-250
824
$208K 0.01%
39,555
-4,695
825
$208K 0.01%
6,872
-2,258
31 32
33
34 35