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
801
$312K 0.02%
7,330
-285
802
$309K 0.02%
+9,074
803
$309K 0.02%
+6,374
804
$309K 0.02%
7,751
+1,657
805
$308K 0.02%
13,924
-109
806
$307K 0.02%
+2,410
807
$306K 0.02%
4,277
-52
808
$306K 0.02%
28,920
-12,705
809
$306K 0.02%
41,405
-272
810
$305K 0.02%
18,604
+1,017
811
$304K 0.02%
6,273
+71
812
$304K 0.02%
2,901
-443
813
$302K 0.02%
5,313
+155
814
$302K 0.02%
12,852
-106
815
$302K 0.02%
6,005
-394
816
$301K 0.02%
7,440
-541
817
$301K 0.02%
4,721
-187
818
$300K 0.02%
24,550
+2,619
819
$300K 0.02%
10,960
+2,424
820
$299K 0.02%
6,464
-221
821
$299K 0.02%
5,384
-948
822
$299K 0.02%
+6,326
823
$298K 0.02%
22,382
-9,653
824
$297K 0.02%
4,362
-258
825
$296K 0.02%
+9,386
31 32
33
34 35