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
851
$277K 0.01%
15,930
-5,752
852
$276K 0.01%
4,250
-4
853
$274K 0.01%
19,074
-20,350
854
$273K 0.01%
6,805
-5,835
855
$272K 0.01%
13,224
-41,432
856
$272K 0.01%
12,614
+1,297
857
$271K 0.01%
14,027
-24
858
$271K 0.01%
5,111
-167
859
$271K 0.01%
6,138
-83
860
$271K 0.01%
+1,801
861
$269K 0.01%
51,550
-632
862
$269K 0.01%
+5,617
863
$268K 0.01%
3,121
+206
864
$264K 0.01%
200
865
$264K 0.01%
+7,529
866
$264K 0.01%
9,590
-1,575
867
$264K 0.01%
9,920
+564
868
$262K 0.01%
4,104
+834
869
$261K 0.01%
3,574
+93
870
$261K 0.01%
3,910
-228
871
$260K 0.01%
228
-3
872
$259K 0.01%
+10,275
873
$258K 0.01%
5,505
+71
874
$258K 0.01%
12,101
-352
875
$256K 0.01%
+4,011
33 34
35
36 37