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
926
$224K 0.01%
+11,437
927
$224K 0.01%
8,952
+650
928
$224K 0.01%
2,500
-77
929
$223K 0.01%
2,714
-1,008
930
$223K 0.01%
4,791
-570
931
$222K 0.01%
16,668
-154
932
$220K 0.01%
2,740
+65
933
$220K 0.01%
+5,309
934
$220K 0.01%
4,187
+226
935
$220K 0.01%
356
-536
936
$220K 0.01%
2,408
-60
937
$219K 0.01%
37,612
-54,909
938
$219K 0.01%
3,149
-793
939
$217K 0.01%
4,070
-1,249
940
$216K 0.01%
5,633
+1,037
941
$216K 0.01%
+4,035
942
$216K 0.01%
+3,359
943
$215K 0.01%
33,160
-47,691
944
$215K 0.01%
2,666
+2
945
$215K 0.01%
+6,851
946
$215K 0.01%
21,127
-1,233
947
$213K 0.01%
3,002
-203
948
$213K 0.01%
+5,905
949
$212K 0.01%
+8,270
950
$212K 0.01%
3,982
+254
36 37
38
39 40