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
826
$295K 0.02%
5,836
-14,262
827
$294K 0.02%
+11,892
828
$294K 0.02%
4,491
+399
829
$293K 0.02%
+2,139
830
$293K 0.02%
14,133
-1,374
831
$292K 0.01%
2,852
-533
832
$291K 0.01%
11,309
-29,354
833
$291K 0.01%
18,135
-90
834
$290K 0.01%
1,624
+366
835
$290K 0.01%
18,403
+49
836
$290K 0.01%
7,216
-213
837
$288K 0.01%
+5,624
838
$288K 0.01%
+9,016
839
$288K 0.01%
2,326
-598
840
$288K 0.01%
13,355
-1,461
841
$288K 0.01%
21,230
-589
842
$287K 0.01%
4,549
+22
843
$287K 0.01%
11,325
-88
844
$287K 0.01%
17,338
-456
845
$284K 0.01%
6,009
-3,008
846
$283K 0.01%
3,264
-30
847
$281K 0.01%
4,106
-1,665
848
$281K 0.01%
4,030
+398
849
$281K 0.01%
8,037
+1,714
850
$280K 0.01%
393
+32
32 33
34
35 36