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
$1.59B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$46M
3
+$34.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.1M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.67M

Top Sells

1
+$226M
2
+$28.4M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$14.1M

Sector Composition

1 Healthcare 6.78%
2 Technology 5.63%
3 Industrials 4.04%
4 Financials 3.09%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.14%
34,357
+272
77
$2.25M 0.14%
42,207
+10,058
78
$2.24M 0.14%
22,307
-5,668
79
$2.2M 0.14%
19,653
+2,496
80
$2.18M 0.14%
40,354
+922
81
$2.16M 0.14%
8,631
+2,977
82
$2.16M 0.14%
21,286
+3,489
83
$2.15M 0.14%
1,124
-42
84
$2.13M 0.13%
19,998
-15,992
85
$2.11M 0.13%
13,294
+4,696
86
$2.11M 0.13%
17,574
+1,265
87
$2.09M 0.13%
31,162
+11,772
88
$2.07M 0.13%
67,725
-11,659
89
$2.03M 0.13%
15,268
-431
90
$2.03M 0.13%
52,773
+7,774
91
$2.03M 0.13%
39,464
+31,870
92
$2.03M 0.13%
80,453
+511
93
$2.02M 0.13%
78,425
+1,344
94
$2.01M 0.13%
+83,424
95
$2.01M 0.13%
9,872
-551
96
$2M 0.13%
40,898
-10,159
97
$1.96M 0.12%
14,351
+7,267
98
$1.92M 0.12%
22,244
+3,966
99
$1.91M 0.12%
169,157
-114,501
100
$1.89M 0.12%
12,681
+1,770
2 3
4
5 6