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
876
$100K 0.01%
13,456
-1,359
877
$99K 0.01%
23,034
+5,408
878
$97K 0.01%
+10,470
879
$89K 0.01%
17,990
-21,348
880
$89K 0.01%
17,637
+1,766
881
$82K 0.01%
1,206
+151
882
$78K ﹤0.01%
+13,905
883
$74K ﹤0.01%
1,644
-223
884
$66K ﹤0.01%
+227
885
$59K ﹤0.01%
2,795
-806
886
$53K ﹤0.01%
30,114
+1,000
887
– –
0
888
$47K ﹤0.01%
52
-21
889
$44K ﹤0.01%
14,185
-34,047
890
$38K ﹤0.01%
24,291
-462
891
$35K ﹤0.01%
56,284
-323
892
$35K ﹤0.01%
26,480
+6,945
893
$31K ﹤0.01%
3,418
+297
894
$31K ﹤0.01%
589
-147
895
$31K ﹤0.01%
+27,097
896
$26K ﹤0.01%
+1,730
897
$20K ﹤0.01%
29,338
-9,669
898
$7K ﹤0.01%
10,165
-602
899
– –
-6,095
900
– –
-47,192
34 35
36
37 38