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
76
$3.39M 0.17%
32,458
+2,516
77
$3.33M 0.17%
42,092
-1,823
78
$3.32M 0.17%
87,201
+3,530
79
$3.19M 0.16%
22,671
-984
80
$3.16M 0.16%
80,992
+3,760
81
$3.14M 0.16%
19,952
+17,290
82
$3.1M 0.16%
53,040
-1,640
83
$3.03M 0.15%
50,417
+9,282
84
$3.03M 0.15%
31,300
+1,317
85
$2.98M 0.15%
15,127
+570
86
$2.97M 0.15%
46,363
-33,507
87
$2.96M 0.15%
438,826
+319,001
88
$2.94M 0.15%
+95,245
89
$2.93M 0.15%
25,239
+1,032
90
$2.92M 0.15%
57,730
+4,578
91
$2.92M 0.15%
60,807
-14,970
92
$2.9M 0.15%
51,839
+3,688
93
$2.79M 0.14%
38,483
+10,678
94
$2.78M 0.14%
24,402
+2,616
95
$2.76M 0.14%
60,946
+5,918
96
$2.74M 0.14%
64,983
+11,440
97
$2.73M 0.14%
49,978
-20
98
$2.72M 0.14%
17,768
-1,718
99
$2.71M 0.14%
189,420
+1,460
100
$2.67M 0.14%
90,940
-24,468
2 3
4
5 6