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
826
$114K 0.01%
13,968
-25
827
$110K 0.01%
13,033
-876
828
$104K 0.01%
+14,815
829
$102K 0.01%
2,865
-2,609
830
$101K 0.01%
901
-59
831
$97K 0.01%
15,871
-1,044
832
$86K 0.01%
+1,867
833
$85K 0.01%
13,250
+1,763
834
$76K ﹤0.01%
17,626
+2,011
835
$75K ﹤0.01%
3,601
+770
836
– –
0
837
$54K ﹤0.01%
29,114
+26
838
$48K ﹤0.01%
24,753
+3,977
839
$46K ﹤0.01%
73
+23
840
$45K ﹤0.01%
1,055
+196
841
$42K ﹤0.01%
+736
842
$38K ﹤0.01%
3,121
-215
843
$37K ﹤0.01%
56,607
-1,178
844
$35K ﹤0.01%
39,007
+9,507
845
$22K ﹤0.01%
19,535
-2,982
846
$10K ﹤0.01%
10,767
-328
847
– –
-19,409
848
– –
-12,434
849
– –
-2,779
850
– –
-1,987
32 33
34
35 36