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
826
$208K 0.01%
+5,876
827
$207K 0.01%
+2,283
828
$207K 0.01%
6,637
+216
829
$207K 0.01%
+3,952
830
$207K 0.01%
5,175
-1,990
831
$207K 0.01%
+3,314
832
$206K 0.01%
+13,880
833
$206K 0.01%
5,745
-5,249
834
$205K 0.01%
2,141
-8,802
835
$205K 0.01%
2,672
-3,107
836
$204K 0.01%
14,488
+982
837
$203K 0.01%
+4,406
838
$203K 0.01%
+7,028
839
$201K 0.01%
+9,176
840
$199K 0.01%
13,340
+865
841
$196K 0.01%
+10,493
842
$195K 0.01%
+10,270
843
$194K 0.01%
+10,287
844
$193K 0.01%
15,940
-24,336
845
$188K 0.01%
1,224
-492
846
$185K 0.01%
17,827
-2,324
847
$185K 0.01%
26,360
+13,110
848
$180K 0.01%
10,261
-2,494
849
$180K 0.01%
+13,705
850
$176K 0.01%
+10,374
32 33
34
35 36