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
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.65M

Top Sells

1
+$66.4M
2
+$65.8M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.86%
3 Industrials 3.36%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.15%
26,123
-789
77
$2.41M 0.15%
20,571
-876
78
$2.4M 0.15%
25,678
-2,952
79
$2.39M 0.15%
16,566
-76
80
$2.3M 0.15%
74,889
+17,168
81
$2.29M 0.15%
36,006
+2,251
82
$2.28M 0.15%
+101,246
83
$2.26M 0.14%
1,166
-9
84
$2.25M 0.14%
56,076
+5,367
85
$2.19M 0.14%
39,432
+5,722
86
$2.19M 0.14%
34,085
+1,118
87
$2.16M 0.14%
87,600
+4,254
88
$2.16M 0.14%
30,944
+1,579
89
$2.08M 0.13%
18,796
+152
90
$2.07M 0.13%
15,699
-456
91
$2.02M 0.13%
79,942
-6,920
92
$2M 0.13%
36,974
-1,113
93
$2M 0.13%
77,081
-6,801
94
$1.99M 0.13%
65,272
+9,680
95
$1.95M 0.12%
12,261
-955
96
$1.94M 0.12%
75,269
-7,077
97
$1.9M 0.12%
72,244
+10,880
98
$1.9M 0.12%
16,309
+3,307
99
$1.89M 0.12%
36,501
-1,164
100
$1.87M 0.12%
17,546
-2,624
2 3
4
5 6