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
876
$255K 0.01%
4,710
-1,372
877
$254K 0.01%
3,638
+138
878
$254K 0.01%
+284
879
$253K 0.01%
+7,919
880
$253K 0.01%
4,147
+366
881
$253K 0.01%
+4,469
882
$251K 0.01%
24,259
+4,326
883
$251K 0.01%
7,579
+731
884
$249K 0.01%
3,095
-50
885
$248K 0.01%
3,228
+226
886
$247K 0.01%
481
-55
887
$247K 0.01%
+5,226
888
$246K 0.01%
11,749
+561
889
$246K 0.01%
6,195
+221
890
$246K 0.01%
+4,350
891
$244K 0.01%
+9,911
892
$243K 0.01%
5,752
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893
$242K 0.01%
4,405
-2,122
894
$242K 0.01%
6,033
+1,055
895
$242K 0.01%
12,429
-930
896
$242K 0.01%
20,163
+95
897
$241K 0.01%
+1,794
898
$241K 0.01%
9,803
-736
899
$241K 0.01%
33,012
-6,430
900
$240K 0.01%
6,110
-87
34 35
36
37 38