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
901
$239K 0.01%
2,706
-311
902
$239K 0.01%
+7,792
903
$238K 0.01%
13,128
+2,859
904
$237K 0.01%
5,339
+508
905
$236K 0.01%
+4,792
906
$235K 0.01%
+3,066
907
$235K 0.01%
18,667
+719
908
$234K 0.01%
5,787
+572
909
$234K 0.01%
13,711
+122
910
$233K 0.01%
+4,137
911
$233K 0.01%
1,527
-36
912
$233K 0.01%
3,228
-518
913
$231K 0.01%
+8,768
914
$230K 0.01%
13,897
+306
915
$230K 0.01%
+1,407
916
$230K 0.01%
9,028
+9
917
$229K 0.01%
+5,745
918
$228K 0.01%
+7,611
919
$227K 0.01%
+5,834
920
$226K 0.01%
+38,374
921
$225K 0.01%
4,729
-84
922
$225K 0.01%
13,442
+646
923
$225K 0.01%
1,862
-57
924
$225K 0.01%
14,386
+309
925
$225K 0.01%
1,749
-60
35 36
37
38 39