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
951
$211K 0.01%
23,537
+126
952
$211K 0.01%
5,689
-1,173
953
$211K 0.01%
+3,874
954
$208K 0.01%
20,303
-297
955
$208K 0.01%
3,552
-181
956
$208K 0.01%
+2,406
957
$208K 0.01%
8,535
-109
958
$207K 0.01%
+19,826
959
$207K 0.01%
2,534
-4,264
960
$206K 0.01%
+3,866
961
$205K 0.01%
5,895
-283
962
$205K 0.01%
+11,742
963
$205K 0.01%
1,492
-150
964
$204K 0.01%
6,147
-604
965
$204K 0.01%
5,118
-3,281
966
$202K 0.01%
6,378
-537
967
$201K 0.01%
+3,636
968
$201K 0.01%
+6,582
969
$200K 0.01%
+10,648
970
$197K 0.01%
+4,011
971
$195K 0.01%
19,128
+374
972
$188K 0.01%
15,065
-42,112
973
$188K 0.01%
19,724
+331
974
$188K 0.01%
15,246
+6
975
$185K 0.01%
10,529
+220
37 38
39
40 41