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
851
$175K 0.01%
15,399
+336
852
$171K 0.01%
4,277
-960
853
$171K 0.01%
1,829
-481
854
$168K 0.01%
22,581
-14,308
855
$166K 0.01%
13,190
-1,255
856
$160K 0.01%
+27,142
857
$160K 0.01%
4,120
-582
858
$153K 0.01%
+10,037
859
$143K 0.01%
10,171
-791
860
$137K 0.01%
+10,152
861
$137K 0.01%
+10,703
862
$133K 0.01%
2,623
-905
863
$129K 0.01%
11,660
+460
864
$125K 0.01%
2,973
-768
865
$123K 0.01%
1,765
-325
866
$122K 0.01%
989
+88
867
$121K 0.01%
12,231
-3,942
868
$116K 0.01%
+10,116
869
$116K 0.01%
+13,056
870
$116K 0.01%
+13,729
871
$110K 0.01%
11,509
-3,084
872
$110K 0.01%
+16,054
873
$109K 0.01%
14,472
+1,439
874
$109K 0.01%
10,492
-3,098
875
$101K 0.01%
12,675
-1,293
33 34
35
36 37